Financial Select Sector SPDR shares owned by Fortis Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $351k | 6.5k | 53.87 |
| 2025-06-30 | $252k | 4.8k | 52.37 |
| 2025-03-31 | $262k | 5.3k | 49.81 |
| 2024-06-30 | $25k | 610 | 41.13 |
| 2024-03-31 | $9.2k | 218 | 42.09 |
| 2019-12-31 | $9.0k | 300 | 30.00 |
| 2019-09-30 | $8.0k | 300 | 26.67 |
| 2019-06-30 | $8.0k | 300 | 26.67 |
| 2019-03-31 | $8.0k | 300 | 26.67 |
| 2018-12-31 | $7.0k | 300 | 23.33 |
| 2018-09-30 | $8.0k | 300 | 26.67 |
| 2018-06-30 | $8.0k | 300 | 26.67 |
| 2018-03-31 | $11k | 400 | 27.50 |
| 2017-12-31 | $47k | 800 | 58.75 |
| 2017-09-30 | $10k | 400 | 25.00 |
| 2017-06-30 | $10k | 400 | 25.00 |
| 2017-03-31 | $10k | 400 | 25.00 |