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Financial Select Sector SPDR shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial 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 Sequoia Financial 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 91k 45.32
2024-06-30 $3.6M 88k 41.11
2024-03-31 $3.7M 87k 42.12
2023-12-31 $2.6M 70k 37.60
2023-09-30 $2.7M 81k 33.17
2023-06-30 $2.8M 84k 33.71
2023-03-31 $3.0M 94k 32.15
2022-12-31 $3.2M 94k 34.20
2022-09-30 $2.9M 95k 30.36
2022-06-30 $4.1M 131k 31.45
2022-03-31 $6.3M 165k 38.32
2021-12-31 $5.2M 132k 39.05
2021-09-30 $925k 25k 37.52
2021-06-30 $3.7M 102k 36.69
2021-03-31 $2.6M 75k 34.05
2020-12-31 $2.1M 72k 29.48
2020-09-30 $1.8M 77k 24.07
2020-06-30 $1.4M 61k 23.14
2020-03-31 $323k 16k 20.80
2019-12-31 $509k 17k 30.77
2019-09-30 $485k 17k 28.02
2019-06-30 $516k 19k 27.61
2019-03-31 $486k 19k 25.69
2018-12-31 $265k 11k 23.83
2018-09-30 $297k 11k 27.61
2018-06-30 $369k 14k 26.59
2018-03-31 $383k 14k 27.60
2015-12-31 $341k 14k 24.77
2015-09-30 $216k 9.5k 22.67
2015-06-30 $337k 14k 24.40
2015-03-31 $333k 14k 24.11
2014-12-31 $341k 14k 24.77
2014-09-30 $311k 13k 23.18
2014-06-30 $305k 13k 22.73
2014-03-31 $300k 13k 22.36
2013-12-31 $280k 13k 21.83

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View all positions for Sequoia Financial Advisors

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