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Financial Select Sector SPDR shares owned by Planned Solutions

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $145k 3.2k 45.32
2023-12-31 $120k 3.2k 37.60
2020-12-31 $57k 1.9k 29.53
2020-09-30 $46k 1.9k 23.83

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Jpmorgan Income Etf Etf (JPIE)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Invesco Qqq Trust Series I Etf (QQQ)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ishares Large Cap Deep Buffer Etf Etf (IVVB)
Illinois Tool Wks Stock (ITW)
Elastic N V Ord Stock (ESTC)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)

View all positions for Planned Solutions

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR