Financial Select Sector SPDR shares owned by Financial Life Planners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Financial Life Planners
from 13F filings
Historical chart of Financial Life Planners investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Financial Life Planners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Financial Life Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $636k | 12k | 54.77 |
| 2025-09-30 | $628k | 12k | 53.87 |
| 2025-06-30 | $755k | 14k | 52.37 |
| 2025-03-31 | $707k | 14k | 49.81 |
| 2024-12-31 | $335k | 6.9k | 48.35 |