Financial Select Sector SPDR shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.3M | 47k | 49.26 |
| 2025-12-31 | $7.9k | 144 | 54.65 |
| 2025-09-30 | $7.7k | 144 | 53.76 |
| 2025-06-30 | $4.5M | 85k | 52.26 |
| 2025-03-31 | $5.4M | 109k | 49.70 |
| 2024-12-31 | $5.6M | 116k | 48.23 |
| 2024-09-30 | $2.0M | 45k | 45.22 |
| 2024-06-30 | $3.6M | 88k | 41.02 |
| 2024-03-31 | $6.1k | 144 | 42.03 |
| 2023-12-31 | $11k | 288 | 37.52 |
| 2023-09-30 | $4.8k | 144 | 33.10 |
| 2020-09-30 | $3.0k | 143 | 20.98 |