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Financial Select Sector SPDR shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial 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 True Link Financial 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 3.8k 54.77
2021-12-31 $106k 1.0k 106.00
2021-09-30 $98k 1.0k 98.00
2021-06-30 $102k 1.0k 102.00
2021-03-31 $192k 2.0k 98.31
2020-12-31 $175k 2.0k 88.61

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional International Value Etf Etf (DFIV)
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)

View all positions for True Link Financial Advisors

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