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Financial Select Sector SPDR shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement investment in Financial Select Sector SPDR

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All positions including Financial Select Sector SPDR held by Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-09-30 $702k 16k 45.32
2024-06-30 $640k 16k 41.11
2024-03-31 $655k 16k 42.12
2023-12-31 $588k 16k 37.60

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Intel Corporation (INTC)
Qualcomm (QCOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Organon & Co Common Stock (OGN)
Hp (HPQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for Philip James Wealth Mangement

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Balyasny Asset Management
Citadel Advisors
Parallax Volatility Advisers
Envestnet Asset Management

View all funds holding Financial Select Sector SPDR