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Financial Select Sector SPDR shares owned by Retirement Capital Strategies

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Retirement Capital Strategies from 13F filings

Historical chart of Retirement Capital Strategies investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $976k 22k 45.32
2023-12-31 $350k 9.3k 37.60
2023-09-30 $1.2M 36k 33.17

More positions owned by Retirement Capital Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Vanguard World Esg Us Stk Etf (ESGV)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
3M Company (MMM)
Ishares Tr Focusd Val Fac (FOVL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Retirement Capital Strategies

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