Mb, Levis & Associates »

Financial Select Sector SPDR shares owned by Mb, Levis & Associates

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Mb, Levis & Associates from 13F filings

Historical chart of Mb, Levis & Associates investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Mb, Levis & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by Mb, Levis & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0k 75 53.87
2025-06-30 $3.9k 75 52.37
2025-03-31 $3.7k 75 49.81
2023-03-31 $9.6k 300 32.15
2022-12-31 $10k 300 34.20

More positions owned by Mb, Levis & Associates

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Ibonds Dec 2035 (IBCA)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Ishares Tr Ibonds Dec 2032 (IBDX)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Ibonds Dec 2033 (IBDY)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)

View all positions for Mb, Levis & Associates

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