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Financial Select Sector SPDR shares owned by LRI Investments

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

Historical chart of LRI Investments investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $844k 18k 48.33
2024-09-30 $867k 18k 49.64
2024-06-30 $97k 2.4k 41.11
2024-03-31 $100k 2.4k 42.12

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Dimensional International Small Cap Value Etf Etf (DISV)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR