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Financial Select Sector SPDR shares owned by Strategic Investment Advisors / MI

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

Historical chart of Strategic Investment Advisors / MI 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 Investment Advisors / MI 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 Investment Advisors / MI

Quarter filed Position value Share count Share price at filing
2026-03-31 $260k 5.3k 49.37
2024-12-31 $554k 12k 48.33
2023-03-31 $652k 20k 32.15
2022-12-31 $671k 20k 34.20
2022-09-30 $600k 20k 30.36
2022-03-31 $837k 22k 38.33
2021-12-31 $591k 15k 39.08
2021-03-31 $1.2M 34k 34.06
2020-06-30 $817k 35k 23.13
2020-03-31 $729k 35k 20.82
2019-12-31 $1.0M 33k 30.79
2019-03-31 $320k 12k 25.71
2018-12-31 $208k 8.7k 23.86

More positions owned by Strategic Investment Advisors / MI

Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)
Vanguard Mega Cap Growth Index Fund Mega Grwth Ind (MGK)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)
Vanguard Mega Cap Value Index Fund Mega Cap Val Etf (MGV)
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr Series Trust State Street Bloomberg 1-3 Month T-bill Etf State Street Spd (BIL)
Ishares Trust 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)
Ishares Tr Us Treas Bd Etf Us Treas Bd Etf (GOVT)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf Sr Ln Etf (BKLN)
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)

View all positions for Strategic Investment Advisors / MI

Top funds holding Financial Select Sector SPDR

Bank of America Corporation
Wells Fargo & Company
Millennium Management
Morgan Stanley
Citadel Advisors
Goldman Sachs Group
Susquehanna International
UBS Group
Jane Street
Parallax Volatility Advisers
Citigroup
Envestnet Asset Management
LPL Financial
Royal Bank of Canada
Raymond James Financial

View all funds holding Financial Select Sector SPDR