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Financial Select Sector SPDR shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge 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 Lakeridge 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $286k 5.7k 49.81
2024-12-31 $278k 5.7k 48.33
2024-09-30 $260k 5.7k 45.32
2024-06-30 $235k 5.7k 41.11

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Core 1 5 Yr Usd (ISTB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Short Duration F (DFSD)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)
JPMorgan Chase & Co. (JPM)

View all positions for Lakeridge Wealth Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
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
Ameriprise Financial

View all funds holding Financial Select Sector SPDR