Financial Select Sector SPDR shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $441k | 9.7k | 45.32 |
| 2024-06-30 | $400k | 9.7k | 41.11 |
| 2024-03-31 | $431k | 10k | 42.12 |
| 2023-12-31 | $441k | 12k | 37.60 |
| 2023-09-30 | $417k | 13k | 33.17 |
| 2023-06-30 | $424k | 13k | 33.71 |
| 2023-03-31 | $1.3M | 39k | 32.15 |
| 2022-12-31 | $1.3M | 39k | 34.20 |
| 2022-09-30 | $507k | 17k | 30.38 |
| 2022-06-30 | $468k | 15k | 31.42 |
| 2022-03-31 | $1.3M | 35k | 38.31 |
| 2021-12-31 | $1.5M | 38k | 39.03 |