Financial Select Sector SPDR shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $320k | 5.9k | 53.87 |
| 2025-06-30 | $314k | 6.0k | 52.37 |
| 2025-03-31 | $260k | 5.2k | 49.81 |
| 2024-12-31 | $273k | 5.7k | 48.33 |
| 2024-09-30 | $256k | 5.6k | 45.32 |
| 2024-06-30 | $260k | 6.3k | 41.11 |
| 2024-03-31 | $266k | 6.3k | 42.12 |
| 2023-12-31 | $237k | 6.3k | 37.60 |
| 2023-09-30 | $281k | 8.5k | 33.17 |
| 2023-06-30 | $301k | 8.9k | 33.71 |
| 2023-03-31 | $302k | 9.4k | 32.15 |
| 2022-12-31 | $320k | 9.4k | 34.19 |
| 2022-09-30 | $322k | 11k | 30.40 |
| 2022-06-30 | $326k | 10k | 31.42 |
| 2022-03-31 | $386k | 10k | 38.36 |
| 2021-12-31 | $416k | 11k | 39.03 |
| 2021-09-30 | $397k | 11k | 37.56 |
| 2021-06-30 | $372k | 10k | 36.68 |
| 2021-03-31 | $311k | 9.1k | 34.08 |
| 2020-12-31 | $268k | 9.1k | 29.46 |
| 2020-09-30 | $220k | 9.1k | 24.12 |
| 2020-06-30 | $210k | 9.1k | 23.12 |
| 2019-12-31 | $340k | 11k | 30.55 |
| 2019-09-30 | $333k | 11k | 29.62 |
| 2019-06-30 | $306k | 11k | 27.18 |
| 2019-03-31 | $329k | 12k | 27.05 |
| 2018-12-31 | $295k | 12k | 24.29 |
| 2018-09-30 | $319k | 12k | 26.32 |
| 2018-06-30 | $324k | 12k | 26.74 |
| 2018-03-31 | $337k | 12k | 27.85 |
| 2017-12-31 | $289k | 10k | 28.33 |