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Financial Select Sector SPDR shares owned by Okabena Investment Services

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

Historical chart of Okabena Investment Services investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 43k 42.12
2023-12-31 $1.6M 43k 37.60
2020-03-31 $74k 3.6k 20.78
2019-12-31 $110k 3.6k 30.89

More positions owned by Okabena Investment Services

Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)
Ishares National Muni Bond Etf National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional Intern Core Eqt Mkt ETF Intl Core Eqt Mk (DFAI)
Ishares Gold Trust Ishares New (IAU)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)

View all positions for Okabena Investment Services

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