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Financial Select Sector SPDR shares owned by Lewis Asset Management

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

Historical chart of Lewis Asset 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 Lewis Asset 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 Lewis Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $342k 6.4k 53.87
2025-06-30 $224k 4.3k 52.37

More positions owned by Lewis Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Oracle Corporation (ORCL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust S&p Divid Etf (SDY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Costco Wholesale Corporation (COST)

View all positions for Lewis Asset Management

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