United Advisor Group »

Financial Select Sector SPDR shares owned by United Advisor Group

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $338k 6.2k 54.77
2025-09-30 $451k 8.4k 53.87
2025-06-30 $400k 7.6k 52.37
2025-03-31 $568k 11k 49.81
2024-09-30 $456k 10k 45.32

More positions owned by United Advisor Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon Call Option (AMZN)
Palantir Technologies Cl A (PLTR)
Ea Series Trust Strive 500 Etf (STRV)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Danaher Corporation Call Option (DHR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Alphabet Cap Stk Cl A (GOOGL)
Wisdomtree Tr Us Largecap Divd (DLN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust State Street Spd (SPYG)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for United Advisor Group

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