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Financial Select Sector SPDR shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol 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 RFG - Bristol 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 RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 4.9k 53.87
2025-06-30 $457k 8.7k 52.37

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Coca-Cola Company (KO)
Spdr Series Trust SPDR S&P1500VL (VLU)
Principal Exchange Traded Prin U S Small (PSC)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR