Financial Select Sector SPDR shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 74k | 42.12 |
| 2023-12-31 | $2.8M | 74k | 37.60 |
| 2023-09-30 | $3.3M | 99k | 33.17 |
| 2023-06-30 | $3.5M | 105k | 33.71 |
| 2023-03-31 | $3.3M | 103k | 32.15 |
| 2022-12-31 | $3.5M | 102k | 34.20 |
| 2022-09-30 | $3.1M | 101k | 30.36 |
| 2022-06-30 | $3.0M | 96k | 31.44 |
| 2022-03-31 | $3.1M | 87k | 36.03 |
| 2021-12-31 | $3.0M | 78k | 39.04 |
| 2021-09-30 | $2.8M | 74k | 37.52 |
| 2021-06-30 | $2.6M | 72k | 36.69 |
| 2021-03-31 | $3.3M | 96k | 34.05 |
| 2020-12-31 | $1.7M | 57k | 29.46 |
| 2020-09-30 | $1.3M | 54k | 24.07 |
| 2020-06-30 | $1.2M | 52k | 23.14 |
| 2020-03-31 | $486k | 23k | 20.78 |
| 2019-12-31 | $976k | 32k | 30.77 |
| 2019-09-30 | $970k | 35k | 27.99 |
| 2019-06-30 | $1.0M | 38k | 27.58 |
| 2019-03-31 | $815k | 32k | 25.70 |
| 2018-12-31 | $804k | 34k | 23.81 |
| 2018-09-30 | $1.0M | 36k | 27.58 |
| 2018-06-30 | $720k | 27k | 26.59 |
More positions owned by TRUE Private Wealth Advisors
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