Financial Select Sector SPDR shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital 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 Fortis Capital Advisors 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 Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $612k | 11k | 53.87 |
| 2025-06-30 | $615k | 12k | 52.37 |
| 2025-03-31 | $2.9M | 59k | 49.81 |
| 2024-12-31 | $320k | 7.0k | 45.74 |
| 2024-09-30 | $673k | 15k | 45.32 |
| 2023-03-31 | $75k | 2.3k | 32.15 |
| 2022-12-31 | $139k | 4.1k | 34.20 |