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Financial Select Sector SPDR shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group 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 Fortis Group 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 45k 45.22
2024-06-30 $3.6M 88k 41.02
2024-03-31 $6.1k 144 42.03
2023-12-31 $11k 288 37.52
2023-09-30 $4.8k 144 33.10
2020-09-30 $3.0k 143 20.98

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
T Rowe Price Etf Cap Appreciation (TCAF)
Select Utilities MF Closed and MF Open (XLU)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Gold Tr Ishares New (IAU)
RBB Us Treas 3 Mnth (TBIL)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares 20 MF Closed and MF Open (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Fortis Group 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