W.H. Cornerstone Investments »

Financial Select Sector SPDR shares owned by W.H. Cornerstone Investments

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by W.H. Cornerstone Investments from 13F filings

Historical chart of W.H. Cornerstone Investments investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by W.H. Cornerstone Investments 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 W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 3.7k 54.77

More positions owned by W.H. Cornerstone Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for W.H. Cornerstone Investments

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