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Financial Select Sector SPDR shares owned by Vertex Investment Solutions

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Vertex Investment Solutions from 13F filings

Historical chart of Vertex Investment Solutions investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Vertex Investment Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Vertex Investment Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 31k 48.60

More positions owned by Vertex Investment Solutions

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Tips Bd Etf (TIP)
Select Sector Spdr Tr State Street Com (XLC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Real Estate Etf (VNQ)
Select Sector Spdr Tr State Street Con (XLY)
Ishares Tr Broad Usd High (USHY)
Select Sector Spdr Tr State Street Fin (XLF)
Spdr Series Trust State Street Spd (XSD)

View all positions for Vertex Investment Solutions

Top funds holding Financial Select Sector SPDR

Bank of America Corporation
Wells Fargo & Company
Millennium Management
Morgan Stanley
Citadel Advisors
Goldman Sachs Group
Susquehanna International
UBS Group
Jane Street
Parallax Volatility Advisers
Citigroup
Envestnet Asset Management
LPL Financial
Royal Bank of Canada
Raymond James Financial

View all funds holding Financial Select Sector SPDR