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Financial Select Sector SPDR shares owned by Forum Financial Management

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

Historical chart of Forum Financial 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 Forum Financial 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $423k 8.6k 49.37
2024-12-31 $450k 9.3k 48.33
2024-09-30 $399k 8.8k 45.32
2024-06-30 $361k 8.8k 41.11

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

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