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Financial Select Sector SPDR shares owned by Helen Stephens Group

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

Historical chart of Helen Stephens Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Helen Stephens 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 Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $251k 4.7k 53.41

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Us Targeted Vlu
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Us Cor Equ 2 Etf
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Helen Stephens Group

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR