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Financial Select Sector SPDR shares owned by Holistic Financial Partners

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

Historical chart of Holistic Financial Partners investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 3.8k 53.87

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)

View all positions for Holistic Financial Partners

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