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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

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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
Susquehanna International
UBS Group
Goldman Sachs Group
Citigroup
Royal Bank of Canada
Barclays
Balyasny Asset Management
National Bank Of Canada /fi/
Caisse de depot et placement du Quebec
Millennium Management
Wolverine Trading
Citadel Advisors
Wells Fargo & Company

View all funds holding Financial Select Sector SPDR