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Financial Select Sector SPDR shares owned by Greystone Financial Group

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

Historical chart of Greystone Financial Group investment in Financial Select Sector SPDR

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

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Quarterly reported holdings in Financial Select Sector SPDR by Greystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $999k 19k 53.87
2025-06-30 $1.0M 19k 52.37
2025-03-31 $754k 15k 49.81

More positions owned by Greystone Financial Group

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Broadcom (AVGO)
Bank of New York Mellon Corporation (BK)
American Express Company (AXP)
Lowe's Companies (LOW)
International Business Machines (IBM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Greystone Financial Group

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR