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Financial Select Sector SPDR shares owned by Partners Wealth Management

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

Historical chart of Partners Wealth 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 Partners Wealth 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 Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $959k 18k 53.87
2025-06-30 $871k 18k 49.75
2025-03-31 $884k 18k 49.81

More positions owned by Partners Wealth Management

Starboard Invt Tr Adaptive Alpha (AGOX)
Apple (AAPL)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Starboard Invt Tr Rh Tactical Rot (RHRX)
Ishares Tr S&p 500 Val Etf (IVE)
Strategy Cl A New (MSTR)
Eli Lilly & Co. (LLY)
At&t (T)
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NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Partners Wealth 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