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Financial Select Sector SPDR shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $494k 9.2k 53.41

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)

View all positions for Shared Vision Wealth Group

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
Raymond James Financial
Ameriprise Financial

View all funds holding Financial Select Sector SPDR