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Financial Select Sector SPDR shares owned by Spinnaker Investment Group

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

Historical chart of Spinnaker Investment 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 Spinnaker Investment 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 Spinnaker Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $422k 7.7k 54.77
2025-09-30 $344k 6.4k 53.87
2025-06-30 $312k 6.0k 52.37
2025-03-31 $306k 6.1k 49.81

More positions owned by Spinnaker Investment Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ssga Active Tr State Street Dou (STOT)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Broadcom (AVGO)
RBB Us Treas 3 Mnth (TBIL)
RBB Us Trsry 6 Mnth (XBIL)

View all positions for Spinnaker Investment Group

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Wells Fargo & Company
Susquehanna International
Millennium Management
Jane Street
Parallax Volatility Advisers
Goldman Sachs Group
UBS Group
Envestnet Asset Management
Balyasny Asset Management
LPL Financial
Royal Bank of Canada
Citadel Advisors
Raymond James Financial
Capstone Investment Advisors

View all funds holding Financial Select Sector SPDR