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Financial Select Sector SPDR shares owned by Larry Mathis Financial Planning

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

Historical chart of Larry Mathis 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 Larry Mathis 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 Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $559k 10k 54.77

More positions owned by Larry Mathis Financial Planning

Proshares Tr Hgh Yld Int Rate (HYHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Larry Mathis Financial Planning

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Wells Fargo & Company
Susquehanna International
Millennium Management
Jane Street
Parallax Volatility Advisers
Goldman Sachs Group
UBS Group
Envestnet Asset Management
Balyasny Asset Management
LPL Financial
Royal Bank of Canada
Citadel Advisors
Raymond James Financial
Capstone Investment Advisors

View all funds holding Financial Select Sector SPDR