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Financial Select Sector SPDR shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2025-03-31 $16M 321k 49.81
2024-12-31 $11M 218k 48.33
2024-09-30 $9.8M 216k 45.32

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr S&p 500 Val Etf (IVE)
TJX Companies (TJX)
Meta Platforms Call Call Option (Principal) (META)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)

View all positions for Spectrum Wealth Counsel

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