Halpern Financial »

Financial Select Sector SPDR shares owned by Halpern Financial

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

Historical chart of Halpern Financial investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 375 45.13
2021-09-30 $5.6k 150 37.53
2021-06-30 $20k 551 36.69
2021-03-31 $19k 551 34.05
2020-03-31 $34k 1.6k 20.82
2019-12-31 $50k 1.6k 30.79

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard Small Cap Etf Etf (VB)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for Halpern Financial

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
UBS Group
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Balyasny Asset Management
Royal Bank of Canada
Millennium Management
Citadel Advisors
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR