Want to track XLF and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Financial Select Sector SPDR Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 3,963 | $215,842.61 | $228,348.06 | $12,505.45 | 5.79% |
 Stephen Smith Kestra Investment Management LLC | 8,504 | $455,916 | $484,217.76 | $28,301.76 | 6.21% |
 Amy Hart Phillips Wealth Planners LLC | 34,036 | $1.64M | $1.96M | $317,128.04 | 19.29% |
 Scott Register Register Financial Advisors LLC | 7,114 | $291,505.06 | $405,071.16 | $113,566.1 | 38.96% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 9,315 | $376,429.46 | $541,760.4 | $165,330.94 | 43.92% |
 Bree Pate Olisti Co. Wealth LLC | 1,132 | $62,000 | $64,456.08 | $2,456.08 | 3.96% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 34,007 | $1.7M | $1.97M | $272,339.58 | 16.05% |
 Joseph Gentili Riverview Capital Advisers LLC | 7,610 | $297,340.64 | $440,771.2 | $143,430.56 | 48.24% |
 Kevin Gray Lodestar Private Asset Management LLC | 3,737 | $200,359 | $212,784.78 | $12,425.78 | 6.2% |
 Amy Ardeel Icon Wealth Advisors LLC | 10,797 | $551,736.37 | $614,781.18 | $63,044.81 | 11.43% |
 John J. Edwards Breed's Hi LLCapital LLC | 9,100 | $342,160 | $518,154 | $175,994 | 51.44% |
 Steve Alexandrowski GEM Asset Management LLC | 3,962 | $198,623.61 | $225,596.28 | $26,972.67 | 13.58% |
 Bepin Serraj Richard W. Paul & Associates LLC | 6,508 | $215,872.43 | $374,990.96 | $159,118.53 | 73.71% |
 Jeffrey Hanson Breakwater Capital Group | 24,741 | $945,449.16 | $1.41M | $463,303.38 | 49% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,213 | $90,969.26 | $126,008.22 | $35,038.96 | 38.52% |
 Joyce A. Kruzan Kaydan Wealth Management Inc. | 11,445 | $457,644.59 | $651,678.3 | $194,033.71 | 42.4% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 2M | $74.78M | $114M | $39.22M | 52.44% |
 Walter J. West Milestone Asset Management LLC | 23,477 | $1.22M | $1.34M | $119,934.07 | 9.86% |
 Paul L. Moffat Arista Wealth Management LLC | 6,215 | $255,621.94 | $353,882.1 | $98,260.16 | 38.44% |
 Moises Valladares Insigneo Advisory Services LLC | 44,443 | $1.89M | $2.58M | $689,881.78 | 36.41% |
