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Financial Select Sector SPDR shares owned by RMG Wealth Management

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

Historical chart of RMG Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $51k 941 53.66
2025-06-30 $50k 941 52.58

More positions owned by RMG Wealth Management

Schwab Fundamntl Intrnl Eqt Etf Etf (SCHA)
Vanguard Value Etf Etf (VTV)
Ishares Morningstar Mid Cap Etf Etf
St Stret Spdr Bbrg Srt Trm Hg Yd Etf Etf (SPTM)
Invsc Sp 500 Equal Weight Tech Etf Etf (SPMO)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Etf
Charles Schwab Us Mc Etf Etf (SCHE)
Ishares Floating Rate Bond Etf Etf (MXI)
St Srt Spdr Prtfl Intdt Trm C Etf Iv Etf
Schwab Us Dividend Equity Etf Etf (SCHX)
Vanguard S&p 500 Etf Etf (VOO)
Apple (AAPL)
Vanguard Mid Cap Etf Etf (VO)
St Srt Spdr Prtfl L T Crprt B Etf Iv Etf (SJNK)
Lockheed Martin Corporation (LMT)

View all positions for RMG Wealth Management

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR