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Financial Select Sector SPDR shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-03-31 $576k 15k 39.59

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr Technology (XLK)
Williams Companies (WMB)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl A (BRK.A)
UnitedHealth (UNH)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)

View all positions for Phillips Wealth Planners

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