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Financial Select Sector SPDR shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth 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 TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $203k 3.8k 53.40
2021-06-30 $329k 9.0k 36.73
2021-03-31 $210k 6.1k 34.60

More positions owned by TrueWealth Advisors

Tidal Trust I Fund Gran Us Etf (GRNY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust St Str P500etf (SPYM)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Tidal Trust Iii Fund Gra Mid Etf (GRNJ)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Shor Dura Bd Etf (PSDM)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Fidelity Covington Trust Enhanced Intl (FENI)
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)

View all positions for TrueWealth Advisors

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR