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Financial Select Sector SPDR shares owned by Tortuga Wealth Management

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

Historical chart of Tortuga Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Tortuga Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $292k 5.3k 54.77

More positions owned by Tortuga Wealth Management

Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
McKesson Corporation (MCK)
Amazon (AMZN)
International Business Machines (IBM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Amgen (AMGN)
Chevron Corporation (CVX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Bank of America Corporation (BAC)
Verizon Communications (VZ)

View all positions for Tortuga Wealth Management

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