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Financial Select Sector SPDR shares owned by Davies Financial Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Davies Financial Advisors from 13F filings

Historical chart of Davies Financial Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Davies Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 24k 45.32
2024-06-30 $989k 24k 41.11
2024-03-31 $945k 22k 42.12

More positions owned by Davies Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Advanced Micro Devices (AMD)
Home Depot (HD)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Davies Financial Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Balyasny Asset Management
Citadel Advisors
Parallax Volatility Advisers
Envestnet Asset Management

View all funds holding Financial Select Sector SPDR