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Financial Select Sector SPDR shares owned by Horizon Family Wealth

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

Historical chart of Horizon Family Wealth investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Horizon Family Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 3.8k 53.60
2023-06-30 $540k 16k 33.71
2023-03-31 $578k 18k 32.15
2022-12-31 $565k 17k 34.20
2022-09-30 $491k 16k 30.35
2022-06-30 $483k 15k 31.42

More positions owned by Horizon Family Wealth

Spdr Series Trust St Str Bl 12 Etf (BILS)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)
Spdr Series Trust St Str P500val (SPYV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Intl Eqty Factor (INTF)
2023 Etf Series Trust Brandes Intl Etf (BINV)
Janus Detroit Str Tr Hendersn Cap Etf (JSML)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Horizon Family Wealth

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR