Financial Select Sector SPDR shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 23k | 53.87 |
| 2025-06-30 | $1.2M | 22k | 52.36 |
| 2025-03-31 | $902k | 18k | 49.79 |
| 2024-12-31 | $551k | 11k | 48.31 |
| 2024-09-30 | $453k | 10k | 45.22 |
| 2024-03-31 | $526k | 13k | 42.11 |
| 2023-12-31 | $406k | 11k | 37.60 |
| 2023-06-30 | $376k | 11k | 33.71 |
| 2023-03-31 | $484M | 15k | 32150.74 |
| 2022-12-31 | $618M | 18k | 34200.55 |
| 2022-09-30 | $558k | 18k | 30.33 |
| 2022-06-30 | $443k | 14k | 31.49 |
| 2022-03-31 | $623k | 16k | 38.31 |
| 2021-12-31 | $493k | 13k | 39.38 |
| 2021-09-30 | $450k | 12k | 37.57 |
| 2021-06-30 | $250k | 11k | 22.23 |
| 2021-03-31 | $1.6M | 48k | 34.04 |
| 2020-12-31 | $269k | 9.2k | 29.33 |
| 2020-09-30 | $303k | 13k | 24.29 |
| 2020-06-30 | $454k | 20k | 23.16 |
| 2020-03-31 | $285k | 14k | 20.85 |
| 2019-12-31 | $440k | 14k | 30.78 |
| 2019-09-30 | $360k | 13k | 28.02 |
| 2019-06-30 | $366k | 13k | 27.63 |
| 2019-03-31 | $395k | 15k | 25.73 |
| 2018-12-31 | $338k | 14k | 23.84 |