Wealthtrust Axiom »

Financial Select Sector SPDR shares owned by Wealthtrust Axiom

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

Historical chart of Wealthtrust Axiom investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by Wealthtrust Axiom

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 3.7k 54.77

More positions owned by Wealthtrust Axiom

Apple (AAPL)
Microsoft Corporation (MSFT)
Kinder Morgan (KMI)
TETRA Technologies (TTI)
International Business Machines (IBM)
LSI Industries (LYTS)
Eli Lilly & Co. (LLY)
Agnico (AEM)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Corning Incorporated (GLW)
Innovative Solutions & Support (ISSC)
Evolution Petroleum Corporation (EPM)
Cisco Systems (CSCO)
Bristol Myers Squibb (BMY)
Nutrien (NTR)

View all positions for Wealthtrust Axiom

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR