Financial Select Sector SPDR shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Dougherty Wealth Advisers 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 Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43k | 800 | 53.87 |
| 2025-06-30 | $42k | 800 | 52.37 |
| 2025-03-31 | $40k | 800 | 49.81 |
| 2024-12-31 | $39k | 800 | 48.33 |
| 2024-09-30 | $36k | 800 | 45.32 |
| 2024-06-30 | $33k | 800 | 41.11 |
| 2024-03-31 | $34k | 800 | 42.12 |
| 2023-12-31 | $30k | 800 | 37.60 |
| 2023-09-30 | $27k | 800 | 33.17 |
| 2023-06-30 | $27k | 800 | 33.71 |
| 2023-03-31 | $26k | 800 | 32.15 |
| 2022-12-31 | $27k | 800 | 34.20 |
| 2022-09-30 | $24k | 800 | 30.00 |
| 2022-06-30 | $25k | 800 | 31.25 |
| 2022-03-31 | $31k | 800 | 38.75 |
| 2021-12-31 | $31k | 800 | 38.75 |
| 2021-09-30 | $33k | 870 | 37.93 |
| 2021-06-30 | $29k | 800 | 36.25 |
| 2021-03-31 | $27k | 800 | 33.75 |
| 2020-12-31 | $24k | 800 | 30.00 |
| 2020-09-30 | $19k | 800 | 23.75 |
| 2020-06-30 | $19k | 800 | 23.75 |
| 2020-03-31 | $17k | 800 | 21.25 |
| 2019-12-31 | $25k | 800 | 31.25 |
| 2019-09-30 | $22k | 800 | 27.50 |
| 2019-06-30 | $22k | 800 | 27.50 |
| 2019-03-31 | $21k | 800 | 26.25 |
| 2018-12-31 | $21k | 800 | 26.25 |