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Financial Select Sector SPDR shares owned by Total Wealth Planning & Management

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

Historical chart of Total Wealth Planning & 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 Total Wealth Planning & 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 Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $733k 14k 52.37
2025-03-31 $556k 11k 49.81
2024-12-31 $691k 14k 48.33

More positions owned by Total Wealth Planning & Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
Unum (UNM)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Cheniere Energy Com New (LNG)
Home Depot (HD)
Exxon Mobil Corporation (XOM)
Meta Platforms Cl A (META)
Verizon Communications Put Option (VZ)
Alphabet Cap Stk Cl A (GOOGL)
Merck & Co (MRK)

View all positions for Total Wealth Planning & Management

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR