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Financial Select Sector SPDR shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $320k 5.8k 54.77
2025-09-30 $515k 9.6k 53.87
2024-06-30 $9.0k 220 41.11

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

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