Occidental Asset Management »

Financial Select Sector SPDR shares owned by Occidental Asset Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Occidental Asset Management from 13F filings

Historical chart of Occidental Asset Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Occidental Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 19k 53.87
2025-06-30 $822k 16k 52.37
2024-12-31 $7.9M 164k 48.33
2024-09-30 $7.6M 167k 45.32
2024-06-30 $6.9M 169k 41.11
2024-03-31 $6.7M 158k 42.12
2023-12-31 $389k 10k 37.60
2022-12-31 $1.1M 32k 34.20

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Meta Platforms Cl A (META)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset Management

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