WFG Advisors »

Financial Select Sector SPDR shares owned by WFG Advisors

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

Historical chart of WFG 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 WFG Advisors 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 WFG Advisors

Quarter filed Position value Share count Share price at filing
2013-03-31 $3.8M 211k 18.21
2012-06-30 $1.0M 70k 14.64
2012-03-31 $669k 42k 15.81
2011-12-31 $278k 21k 13.02

More positions owned by WFG Advisors

iShares Russell 3000 Index (IWV)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Boulder Growth & Income Fund (STEW)
Blackstone
Microsoft Corporation (MSFT)
Eaton Vance Short Duration Diversified I (EVG)
Artesian Resources Corporation (ARTNA)
Ventas (VTR)
iShares S&P 1500 Index Fund (ITOT)
Vanguard S&p 500 Etf idx (VOO)
York Water Company (YORW)
Middlesex Water Company (MSEX)
Western Asset Emerging Mrkts Dbt Fnd (EMD)
At&t (T)

View all positions for WFG Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
UBS Group
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Balyasny Asset Management
Royal Bank of Canada
Millennium Management
Citadel Advisors
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR