Financial Select Sector SPDR shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $736k | 14k | 53.87 |
| 2025-06-30 | $744k | 14k | 52.37 |
| 2025-03-31 | $625k | 13k | 49.81 |
| 2024-12-31 | $567k | 12k | 48.33 |
| 2024-09-30 | $532k | 12k | 45.32 |
| 2024-06-30 | $488k | 12k | 41.11 |
| 2024-03-31 | $494k | 12k | 42.12 |
| 2023-12-31 | $441k | 12k | 37.60 |
| 2023-09-30 | $419k | 13k | 33.17 |
| 2023-06-30 | $451k | 13k | 33.71 |
| 2023-03-31 | $361k | 11k | 32.15 |
| 2022-12-31 | $373k | 11k | 34.20 |
| 2022-09-30 | $331k | 11k | 30.38 |
| 2022-06-30 | $366k | 12k | 31.39 |
| 2022-03-31 | $494k | 13k | 38.34 |
| 2021-03-31 | $421k | 12k | 34.01 |
| 2020-12-31 | $302k | 10k | 29.49 |