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Financial Select Sector SPDR shares owned by Briaud Financial Planning

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

Historical chart of Briaud Financial Planning investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $42k 983 42.73
2023-09-30 $32k 983 32.55

More positions owned by Briaud Financial Planning

Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Jpn Etf New (EWJ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Air Products & Chemicals (APD)
Apple (AAPL)
Walt Disney Company (DIS)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Briaud Financial Planning

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Goldman Sachs Group
Susquehanna International
UBS Group
Morgan Stanley
Citigroup
Barclays
Royal Bank of Canada
Citadel Advisors
Balyasny Asset Management
National Bank Of Canada /fi/
Caisse de depot et placement du Quebec
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR