Financial Select Sector SPDR shares owned by Ballast Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11k | 244 | 45.32 |
| 2024-03-31 | $4.4k | 105 | 42.12 |
| 2023-12-31 | $3.9k | 105 | 37.60 |
| 2023-09-30 | $3.5k | 105 | 33.17 |
| 2023-06-30 | $7.8k | 230 | 33.71 |
| 2023-03-31 | $7.4k | 230 | 32.15 |
| 2022-12-31 | $35k | 1.0k | 34.20 |
| 2022-09-30 | $35k | 1.2k | 30.30 |
| 2022-06-30 | $39k | 1.2k | 31.81 |
| 2022-03-31 | $47k | 1.2k | 38.34 |
| 2021-12-31 | $94k | 2.4k | 39.09 |
| 2021-09-30 | $90k | 2.4k | 37.42 |
| 2021-06-30 | $88k | 2.4k | 36.59 |
| 2021-03-31 | $82k | 2.4k | 34.10 |
| 2020-12-31 | $71k | 2.4k | 29.52 |
| 2020-09-30 | $75k | 3.1k | 24.12 |
| 2020-06-30 | $72k | 3.1k | 23.19 |
| 2020-03-31 | $65k | 3.1k | 20.97 |
| 2019-12-31 | $95k | 3.1k | 30.69 |