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Financial Select Sector SPDR shares owned by McAlister, Sweet & Associates

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

Historical chart of McAlister, Sweet & 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 McAlister, Sweet & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by McAlister, Sweet & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.6M 155k 49.37
2025-03-31 $7.1M 143k 49.81
2021-12-31 $2.3M 58k 39.04

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Select Sector Spdr Tr State Street Fin (XLF)
Amazon (AMZN)
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Exxon Mobil Corporation (XOM)
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Ishares Tr Core S&p500 Etf (IVV)
Visa Com Cl A (V)

View all positions for McAlister, Sweet & Associates

Top funds holding Financial Select Sector SPDR

Wells Fargo & Company
Susquehanna International
Jane Street
Millennium Management
Parallax Volatility Advisers
Goldman Sachs Group
UBS Group
Envestnet Asset Management
Balyasny Asset Management
LPL Financial
Raymond James Financial
Citadel Advisors
Capstone Investment Advisors
Colony
Ameriprise Financial

View all funds holding Financial Select Sector SPDR