Financial Select Sector SPDR shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 58k | 42.12 |
| 2023-12-31 | $2.2M | 59k | 37.60 |
| 2023-09-30 | $1.5M | 45k | 33.17 |
| 2023-06-30 | $2.2M | 64k | 33.71 |
| 2023-03-31 | $2.0M | 63k | 32.15 |
| 2022-12-31 | $1.7M | 49k | 34.20 |
| 2022-09-30 | $1.2M | 38k | 30.35 |
| 2022-06-30 | $1.2M | 37k | 31.45 |
| 2022-03-31 | $1.0M | 27k | 38.33 |
| 2021-12-31 | $667k | 17k | 39.04 |
| 2021-09-30 | $645k | 17k | 37.55 |
| 2021-06-30 | $636k | 17k | 36.69 |
| 2021-03-31 | $583k | 17k | 34.07 |
| 2020-12-31 | $647k | 22k | 29.48 |
| 2020-09-30 | $531k | 22k | 24.08 |
| 2020-06-30 | $495k | 21k | 23.13 |
| 2020-03-31 | $445k | 21k | 20.81 |
| 2019-12-31 | $1.4M | 45k | 30.79 |
| 2019-09-30 | $1.3M | 46k | 28.00 |
| 2019-06-30 | $1.6M | 58k | 27.59 |
| 2019-03-31 | $1.4M | 56k | 25.71 |
| 2018-12-31 | $1.3M | 56k | 23.81 |
| 2018-09-30 | $1.5M | 53k | 27.58 |
| 2018-06-30 | $1.4M | 54k | 26.59 |