Financial Select Sector SPDR shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $668k | 12k | 53.87 |
| 2025-06-30 | $649k | 12k | 52.37 |
| 2025-03-31 | $617k | 12k | 49.81 |
| 2024-12-31 | $618k | 13k | 48.33 |
| 2024-09-30 | $584k | 13k | 45.09 |
| 2024-06-30 | $556k | 13k | 42.85 |
| 2024-03-31 | $517k | 13k | 39.83 |
| 2023-12-31 | $520k | 14k | 37.60 |