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Financial Select Sector SPDR shares owned by OneAscent Family Office

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

Historical chart of OneAscent Family Office investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $730k 14k 53.87
2025-06-30 $665k 13k 52.38
2025-03-31 $675k 14k 49.75

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Select Sector Spdr Tr Energy (XLE)
Unified Ser Tr Oneascent Large (OALC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Jpmorgan Usd Emg (EMB)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Unified Ser Tr Oneascent Emgrg (OAEM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Dynamic Eqty Act
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Broadcom (AVGO)

View all positions for OneAscent Family Office

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
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
Ameriprise Financial

View all funds holding Financial Select Sector SPDR