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Financial Select Sector SPDR shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak 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 Regent Peak 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 Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $209k 4.3k 48.33
2021-03-31 $262k 7.7k 34.00
2020-12-31 $162k 5.5k 29.50

More positions owned by Regent Peak Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Apple Stock (AAPL)
Vanguard Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Bond Market Etf Etf (BND)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Russell 1000 Growth Etf Etf (IWF)
Tesla Stock (TSLA)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Vanguard Value Etf Etf (VTV)

View all positions for Regent Peak Wealth Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Citadel Advisors
Envestnet Asset Management
LPL Financial
Phoenix Holdings
Raymond James & Associates
Churchill Management Corp.

View all funds holding Financial Select Sector SPDR