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Financial Select Sector SPDR shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $307k 6.8k 45.32
2024-06-30 $505k 12k 41.11
2024-03-31 $243k 5.8k 42.12
2018-09-30 $298k 11k 27.61
2018-06-30 $280k 11k 26.55

More positions owned by Measured Wealth Private Client Group

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Agency Bond Etf (AGZ)
NVIDIA Corporation (NVDA)

View all positions for Measured Wealth Private Client Group

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