Woodmont Investment Counsel »

Financial Select Sector SPDR shares owned by Woodmont Investment Counsel

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Woodmont Investment Counsel from 13F filings

Historical chart of Woodmont Investment Counsel investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Woodmont Investment Counsel 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 Woodmont Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $901k 17k 53.87
2025-06-30 $876k 17k 52.37
2025-03-31 $801k 16k 49.81
2024-12-31 $777k 16k 48.33
2024-09-30 $732k 16k 45.32
2024-06-30 $684k 17k 41.11
2024-03-31 $707k 17k 42.12
2023-12-31 $636k 17k 37.60
2023-09-30 $1.1M 33k 33.17
2023-06-30 $1.2M 35k 33.71
2023-03-31 $1.5M 48k 32.15
2022-12-31 $4.5M 131k 34.20
2022-09-30 $3.6M 118k 30.36
2022-06-30 $2.4M 77k 31.45
2022-03-31 $578k 15k 38.29
2021-12-31 $372k 9.5k 39.00
2021-09-30 $357k 9.5k 37.58
2021-06-30 $322k 8.8k 36.72
2020-03-31 $710k 34k 20.82
2019-12-31 $1.2M 39k 30.77
2019-09-30 $1.1M 40k 28.00
2019-06-30 $986k 36k 27.60
2019-03-31 $1.0M 40k 25.72
2018-12-31 $1.2M 51k 23.83
2018-09-30 $1.5M 53k 27.58
2018-06-30 $1.6M 61k 26.59
2018-03-31 $1.8M 66k 27.56
2017-12-31 $2.1M 74k 27.91
2017-09-30 $2.2M 86k 25.86
2017-06-30 $265k 11k 24.71
2016-09-30 $12k 600 20.00
2016-03-31 $14k 600 23.33
2015-12-31 $14k 600 23.33
2015-09-30 $14k 600 23.33
2015-06-30 $15k 600 25.00

More positions owned by Woodmont Investment Counsel

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Ibonds 27 Etf (IBDS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Mid Cap Etf (VO)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Small Cp Etf (VB)
Stonex Group (SNEX)

View all positions for Woodmont Investment Counsel

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR