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Financial Select Sector SPDR shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & 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 Spartan Planning & 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 Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $514k 11k 48.33
2023-12-31 $117k 3.1k 37.60
2023-09-30 $48k 1.5k 33.17

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View all positions for Spartan Planning & Wealth Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
UBS Group
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Balyasny Asset Management
Royal Bank of Canada
Millennium Management
Citadel Advisors
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR