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Financial Select Sector SPDR shares owned by Oak Family Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Oak Family Advisors from 13F filings

Historical chart of Oak Family Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Oak Family Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Oak Family Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 63k 53.87
2025-06-30 $2.5M 47k 52.37
2024-12-31 $2.1M 43k 48.33

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View all positions for Oak Family Advisors

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