Financial Select Sector SPDR shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by TruWealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $522k | 12k | 42.12 |
2023-12-31 | $466k | 12k | 37.60 |
2023-09-30 | $415k | 13k | 33.17 |
2023-06-30 | $446k | 13k | 33.71 |
2023-03-31 | $426k | 13k | 32.15 |
2022-12-31 | $440k | 13k | 34.20 |
2022-09-30 | $430k | 14k | 30.34 |
2022-06-30 | $473k | 15k | 31.44 |
2022-03-31 | $552k | 14k | 38.34 |
2021-12-31 | $643k | 17k | 39.04 |
2021-09-30 | $642k | 17k | 37.52 |
2021-06-30 | $660k | 18k | 36.66 |
2021-03-31 | $834k | 25k | 34.06 |
2020-12-31 | $873k | 30k | 29.48 |