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Financial Select Sector SPDR shares owned by Surience Private Wealth

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

Historical chart of Surience Private Wealth investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.0M 128k 54.77

More positions owned by Surience Private Wealth

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Tec (XLK)
Ge Aerospace Com New (GE)
Raytheon Technologies Corp (RTX)
Amazon (AMZN)
Goldman Sachs (GS)
Caterpillar (CAT)
International Business Machines (IBM)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Vale S A Sponsored Ads (VALE)
Spdr Series Trust State Street Spd (JNK)

View all positions for Surience Private Wealth

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