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Financial Select Sector SPDR shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $204k 4.1k 49.81
2024-12-31 $215k 4.2k 50.70
2024-09-30 $207k 4.3k 48.75

More positions owned by Invera Wealth Advisors

Microsoft Corporation (MSFT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Apple (AAPL)
Ishares Tr Esg Msci Usa Etf (USXF)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Esg Awre Usd Etf (SUSC)
JPMorgan Chase & Co. (JPM)
Spdr Index Shs Fds Msci Acwi Clmte (NZAC)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Egsadvncdmsci Em (EMXF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
TJX Companies (TJX)

View all positions for Invera Wealth Advisors

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