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Financial Select Sector SPDR shares owned by Sigma Investment Counselors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Sigma Investment Counselors from 13F filings

Historical chart of Sigma Investment Counselors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Sigma Investment Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Sigma Investment Counselors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 32k 53.87
2025-06-30 $1.7M 33k 52.37
2025-03-31 $1.9M 37k 49.81
2024-12-31 $1.9M 39k 48.33
2024-09-30 $1.8M 39k 45.32
2024-06-30 $1.6M 38k 41.11
2024-03-31 $1.6M 38k 42.12
2023-12-31 $1.5M 39k 37.60
2023-09-30 $1.3M 38k 33.17
2023-06-30 $1.0M 31k 33.71
2023-03-31 $995k 31k 32.15
2022-12-31 $1.1M 32k 34.20
2022-09-30 $989k 33k 30.36
2022-06-30 $998k 32k 31.45
2022-03-31 $1.3M 33k 38.32
2021-12-31 $1.4M 35k 39.06
2021-09-30 $1.3M 35k 37.53
2021-06-30 $1.3M 35k 36.69
2021-03-31 $1.2M 36k 34.04
2020-12-31 $1.1M 37k 29.48
2020-09-30 $596k 25k 24.08
2020-06-30 $891k 39k 23.15
2020-03-31 $565k 27k 20.82
2019-12-31 $449k 15k 30.79
2019-09-30 $431k 15k 27.98
2019-06-30 $408k 15k 27.58
2019-03-31 $304k 12k 25.69
2018-12-31 $324k 14k 23.85
2018-09-30 $263k 9.5k 27.55
2018-06-30 $280k 11k 26.58
2018-03-31 $293k 11k 27.58
2017-12-31 $297k 11k 27.95
2017-09-30 $250k 9.7k 25.89
2017-06-30 $239k 9.7k 24.65
2017-03-31 $253k 11k 23.70
2016-12-31 $354k 15k 23.22
2016-09-30 $280k 15k 19.28
2016-06-30 $472k 21k 22.84
2016-03-31 $420k 19k 22.48
2015-12-31 $202k 8.5k 23.84
2011-12-31 $601k 46k 12.99

More positions owned by Sigma Investment Counselors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2031 (IBDW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 29 (IBDU)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 2033 (IBDY)

View all positions for Sigma Investment Counselors

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