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Financial Select Sector SPDR shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $543k 11k 49.37

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

Top funds holding Financial Select Sector SPDR

Bank of America Corporation
Wells Fargo & Company
Millennium Management
Morgan Stanley
Citadel Advisors
Goldman Sachs Group
Susquehanna International
UBS Group
Jane Street
Parallax Volatility Advisers
Citigroup
Envestnet Asset Management
LPL Financial
Royal Bank of Canada
Raymond James Financial

View all funds holding Financial Select Sector SPDR