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Financial Select Sector SPDR shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $253k 5.2k 48.33
2024-09-30 $238k 5.2k 45.32
2024-06-30 $216k 5.2k 41.11
2024-03-31 $221k 5.2k 42.12

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Precedent Wealth Partners

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