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Financial Select Sector SPDR shares owned by Strategic Financial Partners

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

Historical chart of Strategic Financial Partners investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Strategic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 69k 41.11
2023-09-30 $2.4M 73k 33.17
2023-06-30 $2.4M 72k 33.71
2023-03-31 $1.8M 56k 32.15
2022-12-31 $1.7M 50k 34.19

More positions owned by Strategic Financial Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Technology (XLK)

View all positions for Strategic Financial Partners

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Goldman Sachs Group
Susquehanna International
UBS Group
Morgan Stanley
Barclays
Caisse de depot et placement du Quebec
Citigroup
Royal Bank of Canada
Balyasny Asset Management
Parallax Volatility Advisers
CIBC World Markets
Citadel Advisors

View all funds holding Financial Select Sector SPDR