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Financial Select Sector SPDR shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman Wealth Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $381k 12k 33.17
2023-06-30 $387k 12k 33.71
2023-03-31 $388k 12k 32.12
2022-12-31 $413k 12k 34.21

More positions owned by Talisman Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Automatic Data Processing (ADP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Specialized Funds Div App Etf (VIG)
Becton, Dickinson and (BDX)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Talisman Wealth Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
UBS Group
Goldman Sachs Group
Citigroup
Royal Bank of Canada
Barclays
Balyasny Asset Management
National Bank Of Canada /fi/
Caisse de depot et placement du Quebec
Millennium Management
Wolverine Trading
Citadel Advisors
Wells Fargo & Company
Bank of Nova Scotia

View all funds holding Financial Select Sector SPDR