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Financial Select Sector SPDR shares owned by Tepp RIA

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

Historical chart of Tepp RIA investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Tepp RIA

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 31k 54.77

More positions owned by Tepp RIA

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Expanded Tech (IGV)
Ishares Silver Tr Ishares (SLV)
Select Sector Spdr Tr State Street Hea (XLV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Fin (XLF)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr U.s. Finls Etf (IYF)
HSBC HLDGS Spon Adr New (HSBC)

View all positions for Tepp RIA

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR