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Financial Select Sector SPDR shares owned by Coastal Investment Advisors

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

Historical chart of Coastal Investment 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 Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 101k 42.12
2023-12-31 $3.0M 79k 37.60
2023-09-30 $1.6M 47k 33.71
2023-06-30 $1.6M 47k 33.71
2023-03-31 $1.6M 51k 32.15
2022-12-31 $1.8M 52k 34.20
2022-09-30 $1.6M 52k 30.36
2022-06-30 $1.7M 52k 31.87
2022-03-31 $2.0M 52k 38.32
2021-12-31 $2.0M 50k 39.04
2021-09-30 $1.8M 48k 37.52
2021-06-30 $1.7M 46k 36.70
2021-03-31 $1.4M 42k 34.05
2020-12-31 $1.2M 41k 29.49
2020-09-30 $1.0M 42k 24.08
2020-06-30 $931k 40k 23.14
2020-03-31 $620k 30k 20.83
2019-12-31 $669k 23k 29.22
2019-09-30 $1.3M 43k 29.22
2019-06-30 $1.1M 42k 26.06
2019-03-31 $994k 39k 25.67