Point Windward Advisors Inc. ETF holdings
New York, NY
Reported $23.1M in 17 ETFs in its Form 13F for June 30, 2026.
ETF value
$23.1M
ETFs held
17
Change from prior quarter
+20.2%
With price moves
ETFs as a share of its 13F
10.2%
of $226.1M
Top 10 of 17 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| XLK | State Street Technology Select Sector SPDR ETF | $6.4M | 33,503 | −24 shares |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $2.5M | 21,641 | +715 shares |
| XLC | State Street Communication Services Select Sector SPDR ETF | $2.2M | 20,223 | +1,007 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $2.1M | 2,773 | +338 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $1.7M | 10,618 | +382 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $1.5M | 7,975 | −7 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $1.5M | 27,396 | +1,015 shares |
| XBI | State Street SPDR S&P Biotech ETF | $812K | 5,132 | −28 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $752K | 23,700 | +3,500 shares |
| IWF | iShares Russell 1000 Growth ETF | $664K | 5,344 | +4,008 shares |
7 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001356202. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Point Windward Advisors Inc. own?
Point Windward Advisors Inc. reported 17 ETF positions worth $23.1M in its Form 13F for June 30, 2026. The largest was XLK, at $6.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.