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Financial Select Sector SPDR shares owned by Vision Retirement

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

Historical chart of Vision Retirement investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $89k 1.8k 49.37
2025-12-31 $90k 1.6k 54.77

More positions owned by Vision Retirement

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
State Street MF Closed and MF Open (DIA)
Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco S&p MF Closed and MF Open (XLG)
Vanguard High MF Closed and MF Open (VYM)
Visa Common Stock (V)
Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
State Street MF Closed and MF Open (SPY)
Alphabet Common Stock (GOOG)
Mastercard Common Stock (MA)

View all positions for Vision Retirement

Top funds holding Financial Select Sector SPDR

Wells Fargo & Company
Susquehanna International
Millennium Management
UBS Group
Jane Street
Parallax Volatility Advisers
Goldman Sachs Group
Citigroup
Envestnet Asset Management
Balyasny Asset Management
LPL Financial
Raymond James Financial
Citadel Advisors
Capstone Investment Advisors
Colony

View all funds holding Financial Select Sector SPDR