BlueSky Wealth Advisors »

Financial Select Sector SPDR shares owned by BlueSky Wealth Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by BlueSky Wealth Advisors from 13F filings

Historical chart of BlueSky Wealth Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by BlueSky Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by BlueSky Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 5.8k 45.32
2024-06-30 $238k 5.8k 41.11
2023-12-31 $218k 5.8k 37.60
2023-09-30 $338k 10k 33.17
2023-06-30 $344k 10k 33.71
2023-03-31 $328k 10k 32.15
2022-12-31 $349k 10k 34.20
2022-09-30 $309k 10k 30.33
2022-06-30 $320k 10k 31.41
2022-03-31 $390k 10k 38.28
2021-12-31 $398k 10k 39.06
2021-09-30 $382k 10k 37.49
2021-06-30 $381k 10k 36.75
2021-03-31 $260k 7.4k 35.33