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Financial Select Sector SPDR shares owned by Mpwm Advisory Solutions

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Mpwm Advisory Solutions from 13F filings

Historical chart of Mpwm Advisory Solutions investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Mpwm Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $62k 1.1k 54.77
2025-09-30 $23k 434 53.87
2025-06-30 $87k 1.7k 52.37
2025-03-31 $266k 5.3k 49.81
2024-12-31 $12k 250 48.33

More positions owned by Mpwm Advisory Solutions

SPDR S&P MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPTM)
Invesco Qqq MF Closed and MF Open (QQQ)
Invesco Nasdaq MF Closed and MF Open (QQQM)
State Street MF Closed and MF Open (SPTL)
Ishares Russell MF Closed and MF Open (IWM)
First Trust MF Closed and MF Open (BUFQ)
Vaneck Clo MF Closed and MF Open (CLOI)
State Street MF Closed and MF Open (XLI)
Dimensional Us MF Closed and MF Open (DFUS)
State Street MF Closed and MF Open (SPYG)
Ishares Msci MF Closed and MF Open (INDA)
Victoryshares Us MF Closed and MF Open (CDL)
Capital Group MF Closed and MF Open (CGGR)
First Trust MF Closed and MF Open (SDVY)

View all positions for Mpwm Advisory Solutions

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Wells Fargo & Company
Susquehanna International
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Envestnet Asset Management
Balyasny Asset Management
Parallax Volatility Advisers
LPL Financial
Royal Bank of Canada
Citadel Advisors
Raymond James Financial
Ameriprise Financial

View all funds holding Financial Select Sector SPDR