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Financial Select Sector SPDR shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by SMART Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 48k 45.32
2024-06-30 $1.1M 26k 41.11
2024-03-31 $905k 22k 42.12
2023-06-30 $207k 6.1k 33.71
2022-12-31 $411k 12k 34.20

More positions owned by SMART Wealth

Innovator Etfs Trust Innovator Us Eq (EALT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)
Tidal Tr Ii Nicholas Fixed (FIAX)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SMART Wealth

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Citadel Advisors
Envestnet Asset Management
LPL Financial
Phoenix Holdings
Raymond James & Associates
Churchill Management Corp.

View all funds holding Financial Select Sector SPDR