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Financial Select Sector SPDR shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $243k 5.8k 42.12
2018-09-30 $298k 11k 27.61
2018-06-30 $280k 11k 26.55

More positions owned by Measured Wealth Private Client Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Indl (XLI)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Measured Wealth Private Client Group

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