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Financial Select Sector SPDR shares owned by Ipsen Advisor Group

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Ipsen Advisor Group from 13F filings

Historical chart of Ipsen Advisor Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Ipsen Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 29k 53.87
2025-06-30 $1.5M 29k 52.37
2025-03-31 $1.4M 28k 49.81
2024-12-31 $1.3M 28k 48.33

More positions owned by Ipsen Advisor Group

Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr MRGSTR SM CP GR (ISCG)
Flowers Foods (FLO)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Eafe Smcp (HSCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Global X Fds Global X Copper (COPX)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Ipsen Advisor Group

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