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Financial Select Sector SPDR shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation 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 Wealth Preservation 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 Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $669k 12k 54.77

More positions owned by Wealth Preservation Advisors

Alphabet Inc Class Class C Common Stock (GOOG)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR