Financial Select Sector SPDR shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $945k | 18k | 53.87 |
| 2025-06-30 | $919k | 18k | 52.37 |
| 2025-03-31 | $875k | 18k | 49.81 |
| 2024-12-31 | $770k | 16k | 48.33 |
| 2024-09-30 | $754k | 17k | 45.32 |
| 2024-06-30 | $736k | 18k | 41.11 |
| 2024-03-31 | $298k | 7.1k | 42.12 |
| 2023-12-31 | $287k | 7.6k | 37.60 |
| 2023-09-30 | $232k | 7.0k | 33.17 |
| 2023-06-30 | $212k | 6.3k | 33.71 |
| 2023-03-31 | $202k | 6.3k | 32.15 |
| 2022-12-31 | $215k | 6.3k | 34.20 |
| 2022-09-30 | $203k | 6.7k | 30.31 |
| 2022-06-30 | $222k | 7.1k | 31.45 |
| 2022-03-31 | $270k | 7.1k | 38.28 |
| 2021-12-31 | $248k | 6.3k | 39.06 |
| 2021-09-30 | $253k | 6.7k | 37.51 |
| 2021-06-30 | $247k | 6.7k | 36.65 |
| 2021-03-31 | $287k | 8.4k | 34.02 |
| 2020-12-31 | $248k | 8.4k | 29.41 |
| 2019-12-31 | $508k | 17k | 30.77 |