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Financial Select Sector SPDR shares owned by M.e. Allison & Co

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by M.e. Allison & Co from 13F filings

Historical chart of M.e. Allison & Co investment in Financial Select Sector SPDR

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All positions including Financial Select Sector SPDR held by M.e. Allison & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by M.e. Allison & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 20k 53.87
2025-06-30 $1.0M 19k 52.37
2025-03-31 $843k 17k 49.81
2024-12-31 $807k 17k 48.33

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Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Bloom Energy Corp Com Cl A (BE)
Broadcom (AVGO)
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Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Norwegian Cruise Line Hldg L SHS (NCLH)
At&t (T)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for M.e. Allison & Co

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