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Financial Select Sector SPDR shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $676k 13k 53.87
2025-06-30 $783k 15k 52.37
2025-03-31 $745k 15k 49.81
2024-12-31 $714k 15k 48.33
2024-09-30 $669k 15k 45.32

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Coca-Cola Company (KO)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)

View all positions for waypoint wealth counsel

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR