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Financial Select Sector SPDR shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 87k 42.12
2023-12-31 $2.6M 70k 37.60
2023-09-30 $2.7M 81k 33.17
2023-06-30 $2.8M 84k 33.71
2023-03-31 $3.0M 94k 32.15
2022-12-31 $3.2M 94k 34.20
2022-09-30 $2.9M 95k 30.36
2022-06-30 $4.1M 131k 31.45
2022-03-31 $6.3M 165k 38.32
2021-12-31 $5.2M 132k 39.05
2021-09-30 $925k 25k 37.52
2021-06-30 $3.7M 102k 36.69
2021-03-31 $2.6M 75k 34.05
2020-12-31 $2.1M 72k 29.48
2020-09-30 $1.8M 77k 24.07
2020-06-30 $0 0 0.00
2020-03-31 $323k 16k 20.80
2019-12-31 $509k 17k 30.77
2019-09-30 $485k 17k 28.02
2019-06-30 $516k 19k 27.61
2019-03-31 $486k 19k 25.69
2018-12-31 $265k 11k 23.83
2018-09-30 $297k 11k 27.61
2018-06-30 $369k 14k 26.59
2018-03-31 $383k 14k 27.60
2015-12-31 $341k 14k 24.77
2015-09-30 $216k 9.5k 22.67
2015-06-30 $337k 14k 24.40
2015-03-31 $333k 14k 24.11
2014-12-31 $341k 14k 24.77
2014-09-30 $311k 13k 23.18
2014-06-30 $305k 13k 22.73
2014-03-31 $300k 13k 22.36
2013-12-31 $280k 13k 21.83

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View all positions for Sequoia Financial Advisors

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