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Financial Select Sector SPDR shares owned by Dopkins Wealth Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Dopkins Wealth Management from 13F filings

Historical chart of Dopkins Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Dopkins Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 5.3k 45.32
2024-06-30 $218k 5.3k 41.11
2024-03-31 $223k 5.3k 42.12

More positions owned by Dopkins Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ryan Specialty Holdings Cl A (RYAN)

View all positions for Dopkins Wealth Management

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