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Financial Select Sector SPDR shares owned by Private Client Services

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Private Client Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $299k 5.6k 53.40
2025-06-30 $220k 4.2k 52.37

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Ishares Tr Core S&p500 Etf (IVV)
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Harbor Etf Trust Comm All Wea Etf (HGER)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Simplify Exchange Traded Fun Barrier Income (SBAR)
Vanguard Index Fds Mid Cap Etf (VO)
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
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Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Innovator Etfs Trust Equi Dual 15 May (DDFY)

View all positions for Private Client Services

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Susquehanna International
Citadel Advisors
Jane Street
UBS Group
Citigroup
Millennium Management
Goldman Sachs Group
Jain Global
Envestnet Asset Management
Balyasny Asset Management
Parallax Volatility Advisers
Royal Bank of Canada

View all funds holding Financial Select Sector SPDR