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Financial Select Sector SPDR shares owned by IAM Advisory

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

Historical chart of IAM Advisory investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by IAM Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 91k 53.87
2025-06-30 $4.8M 91k 52.37
2025-03-31 $4.6M 93k 49.81

More positions owned by IAM Advisory

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Proshares Tr S&p 500 Dv Arist (NOBL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Broadcom (AVGO)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)

View all positions for IAM Advisory

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