Financial Select Sector SPDR shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 30k | 42.12 |
| 2023-12-31 | $1.1M | 28k | 37.60 |
| 2023-09-30 | $839k | 25k | 33.17 |
| 2023-06-30 | $845k | 25k | 33.71 |
| 2023-03-31 | $802k | 25k | 32.15 |
| 2022-12-31 | $844k | 25k | 34.20 |
| 2022-09-30 | $823k | 24k | 34.00 |
| 2022-06-30 | $763k | 24k | 31.47 |
| 2022-03-31 | $946k | 25k | 38.31 |
| 2021-12-31 | $957k | 24k | 39.60 |
| 2019-03-31 | $7.0k | 300 | 23.33 |
| 2018-12-31 | $7.0k | 300 | 23.33 |
| 2018-09-30 | $83k | 3.0k | 27.38 |
| 2018-03-31 | $78k | 2.9k | 27.31 |
| 2017-12-31 | $88k | 3.2k | 27.69 |
| 2017-09-30 | $82k | 3.2k | 25.80 |
| 2017-06-30 | $56k | 2.3k | 24.35 |
| 2017-03-31 | $55k | 2.3k | 23.73 |
| 2016-12-31 | $56k | 2.4k | 23.25 |
| 2016-09-30 | $5.8k | 300 | 19.30 |
| 2016-06-30 | $9.1k | 400 | 22.86 |
| 2016-03-31 | $9.0k | 400 | 22.50 |
| 2015-12-31 | $14k | 590 | 23.73 |