Financial Select Sector SPDR shares owned by Asset Allocation Strategies
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Asset Allocation Strategies
from 13F filings
Historical chart of Asset Allocation Strategies investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Asset Allocation Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 84k | 53.87 |
| 2025-06-30 | $6.5M | 124k | 52.37 |
| 2024-12-31 | $8.7M | 169k | 51.36 |
| 2024-09-30 | $9.0M | 200k | 45.32 |
| 2024-06-30 | $11M | 267k | 41.11 |
| 2024-03-31 | $12M | 275k | 42.12 |
| 2023-09-30 | $8.9M | 267k | 33.17 |
| 2023-06-30 | $8.7M | 257k | 33.71 |
| 2023-03-31 | $1.4M | 44k | 32.15 |
| 2022-12-31 | $5.6M | 163k | 34.20 |
More positions owned by Asset Allocation Strategies
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