Financial Select Sector SPDR shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $28k | 672 | 42.09 |
| 2023-12-31 | $23k | 657 | 34.18 |
| 2023-09-30 | $22k | 666 | 33.16 |
| 2023-06-30 | $22k | 663 | 33.70 |
| 2023-03-31 | $21k | 660 | 32.14 |
| 2022-12-31 | $23k | 657 | 34.18 |
| 2022-09-30 | $20k | 652 | 30.38 |
| 2022-06-30 | $20k | 649 | 31.44 |
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