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Financial Select Sector SPDR shares owned by Lakeshore Financial Planning

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

Historical chart of Lakeshore Financial Planning investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 409k 45.32
2024-06-30 $17M 404k 41.11
2024-03-31 $17M 397k 42.12
2023-09-30 $13M 397k 33.17

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Goldman Sachs Group
Susquehanna International
Morgan Stanley
Barclays
Caisse de depot et placement du Quebec
Citigroup
Royal Bank of Canada
Balyasny Asset Management
Parallax Volatility Advisers
CIBC World Markets
Citadel Advisors
Wells Fargo & Company

View all funds holding Financial Select Sector SPDR