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Financial Select Sector SPDR shares owned by Legacy Financial Independent Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Legacy Financial Independent Advisors from 13F filings

Historical chart of Legacy Financial Independent Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Legacy Financial Independent Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 4.6k 49.37

More positions owned by Legacy Financial Independent Advisors

Alerian Mlp Etf Alerian Mlp (AMLP)
Goldman Sachs Growth Opportunities Etf Growth Opportuni (GSGO)
International Business Machines (IBM)
Duke Energy Corporation Com New (DUK)
Southern Company (SO)
American Electric Power Company (AEP)
Simon Property (SPG)
First Trust Wcm International Equity Etf Wcm Intl Equity (WCMI)
PPL Corporation (PPL)
Principal Investment Grade Corporate Active Etf Prnc Invt Grad (IG)
Microsoft Corporation (MSFT)
Consolidated Edison (ED)
Waste Management (WM)
Ameren Corporation (AEE)
Cadence Design Systems (CDNS)

View all positions for Legacy Financial Independent Advisors

Top funds holding Financial Select Sector SPDR

Bank of America Corporation
Wells Fargo & Company
Millennium Management
Morgan Stanley
Susquehanna International
Citadel Advisors
Goldman Sachs Group
UBS Group
Jane Street
Parallax Volatility Advisers
Citigroup
Envestnet Asset Management
LPL Financial
Royal Bank of Canada
Raymond James Financial

View all funds holding Financial Select Sector SPDR