Financial Select Sector SPDR shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 32k | 53.87 |
| 2025-06-30 | $1.7M | 32k | 52.37 |
| 2025-03-31 | $1.7M | 33k | 49.81 |
| 2024-12-31 | $1.6M | 32k | 48.33 |
| 2024-09-30 | $1.1M | 23k | 45.32 |
| 2024-06-30 | $947k | 22k | 43.74 |
| 2024-03-31 | $676k | 18k | 37.60 |
| 2023-12-31 | $676k | 18k | 37.60 |
| 2023-09-30 | $715k | 22k | 33.17 |
| 2023-06-30 | $896k | 27k | 33.71 |
| 2023-03-31 | $2.3M | 70k | 32.15 |
| 2022-12-31 | $4.2M | 123k | 34.20 |
| 2022-09-30 | $3.0k | 90 | 33.33 |
| 2022-06-30 | $3.0k | 90 | 33.33 |
| 2022-03-31 | $3.0k | 90 | 33.33 |
| 2021-12-31 | $4.0k | 90 | 44.44 |
More positions owned by EverSource Wealth Advisors
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