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Financial Select Sector SPDR shares owned by Waystone Advisors

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

Historical chart of Waystone 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 Waystone 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 Waystone Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $572k 10k 54.77

More positions owned by Waystone Advisors

Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Val Etf (MGV)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Amazon (AMZN)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Waystone Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
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
Ameriprise Financial

View all funds holding Financial Select Sector SPDR