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Financial Select Sector SPDR shares owned by Kozak & Associates

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 265 51.35
2025-06-30 $34k 657 52.40
2025-03-31 $31k 656 47.12
2024-12-31 $21k 436 48.59

More positions owned by Kozak & Associates

Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Invesco S&p 500 Revenue Etf Etf (RWL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Us Financial Services Etf Etf (IYG)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares U.s. Industrials Etf Etf (IYJ)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Vaneck Semiconductor Etf Etf (SMH)
Amazon Stock (AMZN)
Costco Whsl Corp Stock (COST)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

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