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Financial Select Sector SPDR shares owned by PCG Wealth Advisors

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

Historical chart of PCG Wealth 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 PCG Wealth 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 PCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.6M 30k 52.37
2025-03-31 $1.5M 31k 49.81
2024-12-31 $1.5M 31k 48.33

More positions owned by PCG Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Silver (SIL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded SHS (FVD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Capital Group Core Balanced SHS (CGBL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded First Tr Enh New (FTSM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amplify Etf Tr Amplify Junior S (SILJ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for PCG Wealth Advisors

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