Financial Select Sector SPDR shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $441k | 13k | 33.17 |
| 2023-06-30 | $449k | 13k | 33.71 |
| 2023-03-31 | $430k | 13k | 32.15 |
| 2022-12-31 | $588k | 17k | 34.20 |
| 2022-09-30 | $375k | 12k | 30.33 |
| 2022-06-30 | $389k | 12k | 31.46 |
| 2022-03-31 | $474k | 12k | 38.34 |
| 2021-12-31 | $475k | 12k | 39.01 |
| 2021-09-30 | $457k | 12k | 37.54 |
| 2021-06-30 | $493k | 13k | 36.71 |
| 2021-03-31 | $451k | 12k | 37.04 |
| 2020-12-31 | $579k | 20k | 29.48 |
| 2020-09-30 | $244k | 10k | 24.08 |
| 2020-06-30 | $235k | 10k | 23.19 |
| 2020-03-31 | $211k | 10k | 20.82 |
| 2019-12-31 | $475k | 15k | 30.78 |
| 2019-09-30 | $303k | 11k | 27.96 |
| 2019-06-30 | $302k | 11k | 27.57 |
| 2019-03-31 | $261k | 10k | 25.75 |
| 2018-12-31 | $241k | 10k | 23.78 |
| 2018-09-30 | $310k | 11k | 27.59 |
| 2018-06-30 | $347k | 13k | 26.59 |
| 2018-03-31 | $409k | 15k | 27.57 |
| 2017-12-31 | $364k | 13k | 27.89 |
| 2017-09-30 | $263k | 10k | 25.88 |
| 2017-06-30 | $251k | 10k | 24.70 |
| 2017-03-31 | $241k | 10k | 23.71 |
| 2016-12-31 | $236k | 10k | 23.22 |
| 2016-09-30 | $175k | 9.1k | 19.31 |