Financial Select Sector SPDR shares owned by Wealth Advisory Solutions
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Wealth Advisory Solutions
from 13F filings
Historical chart of Wealth Advisory Solutions investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Wealth Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $503k | 12k | 42.12 |
| 2023-12-31 | $523k | 14k | 37.60 |
| 2023-09-30 | $958k | 29k | 33.17 |
| 2023-06-30 | $528k | 16k | 33.71 |
| 2023-03-31 | $502k | 16k | 32.15 |
| 2022-12-31 | $2.2M | 63k | 34.20 |
| 2022-09-30 | $1.9M | 64k | 30.35 |
| 2022-06-30 | $2.0M | 64k | 31.45 |
| 2022-03-31 | $2.5M | 66k | 38.31 |
| 2021-09-30 | $2.5M | 66k | 37.53 |
| 2021-06-30 | $2.2M | 60k | 36.69 |
| 2021-03-31 | $2.0k | 60k | 0.03 |
| 2020-12-31 | $2.1M | 70k | 29.47 |
| 2020-09-30 | $1.7M | 70k | 24.07 |
| 2020-06-30 | $1.2M | 52k | 23.13 |
| 2020-03-31 | $1.1M | 50k | 20.82 |
| 2019-12-31 | $1.6M | 52k | 30.78 |