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Financial Select Sector SPDR shares owned by Yarger Wealth Strategies

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Yarger Wealth Strategies from 13F filings

Historical chart of Yarger Wealth Strategies investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Yarger Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Yarger Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 4.1k 53.87
2025-06-30 $215k 4.1k 52.37

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Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Ishares Tr Core Div Grwth (DGRO)
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Vanguard Index Fds Value Etf (VTV)
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J P Morgan Exchange Traded F Active Bond Etf (JBND)
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View all positions for Yarger Wealth Strategies

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
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

View all funds holding Financial Select Sector SPDR