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Financial Select Sector SPDR shares owned by WESPAC Advisors

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

Historical chart of WESPAC 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 WESPAC 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 20k 53.61
2021-03-31 $287k 8.4k 34.02
2013-12-31 $1.6M 75k 21.85
2013-09-30 $1.2M 58k 19.91
2013-06-30 $1.1M 54k 19.45

More positions owned by WESPAC Advisors

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Series Portfolios Tr Eldr Aaa Clo Etf (CLOX)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Micron Technology (MU)
Merck & Co (MRK)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)

View all positions for WESPAC Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Susquehanna International
Morgan Stanley
Citadel Advisors
Jane Street
UBS Group
Millennium Management
Goldman Sachs Group
Citigroup
Jain Global
Envestnet Asset Management
Balyasny Asset Management
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR