Financial Select Sector SPDR shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 6.9k | 53.87 |
| 2025-06-30 | $366k | 6.9k | 52.68 |
| 2025-03-31 | $274k | 5.5k | 49.81 |
| 2024-12-31 | $274k | 5.5k | 49.81 |
| 2024-09-30 | $241k | 5.3k | 45.32 |
| 2024-06-30 | $227k | 5.5k | 41.11 |
| 2024-03-31 | $232k | 5.5k | 42.12 |