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Financial Select Sector SPDR shares owned by LM Advisors

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

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 28k 45.31
2024-03-31 $4.7M 112k 42.12
2023-12-31 $1.1M 29k 37.60

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View all positions for LM Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Balyasny Asset Management
Citadel Advisors
Parallax Volatility Advisers
Envestnet Asset Management

View all funds holding Financial Select Sector SPDR