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Financial Select Sector SPDR shares owned by Howard Wealth Management

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

Historical chart of Howard Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 4.0k 53.87
2025-06-30 $210k 4.0k 52.37
2020-03-31 $214k 10k 20.74
2019-12-31 $627k 20k 30.77

More positions owned by Howard Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)
Palantir Technologies Cl A (PLTR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Howard Wealth Management

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