Financial Select Sector SPDR shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $456k | 8.5k | 53.36 |
| 2025-06-30 | $430k | 8.2k | 52.38 |
| 2025-03-31 | $423k | 8.5k | 49.81 |
| 2024-12-31 | $422k | 8.7k | 48.33 |
| 2024-09-30 | $256k | 5.6k | 45.32 |
| 2024-06-30 | $241k | 5.9k | 41.11 |
| 2024-03-31 | $211k | 5.0k | 42.12 |
| 2022-03-31 | $264k | 6.9k | 38.36 |
| 2021-12-31 | $268k | 6.9k | 39.02 |
| 2021-09-30 | $250k | 6.7k | 37.52 |
| 2021-06-30 | $244k | 6.7k | 36.62 |
| 2020-12-31 | $82k | 2.8k | 29.32 |
| 2020-09-30 | $64k | 2.6k | 24.18 |
| 2020-06-30 | $65k | 2.8k | 23.07 |
| 2020-03-31 | $74k | 3.6k | 20.75 |
| 2019-12-31 | $288k | 9.3k | 30.81 |
| 2019-09-30 | $240k | 8.6k | 27.98 |
| 2019-06-30 | $310k | 11k | 27.56 |
| 2019-03-31 | $289k | 11k | 25.69 |
| 2018-12-31 | $718k | 30k | 23.81 |
| 2018-09-30 | $831k | 32k | 25.97 |
| 2018-06-30 | $893k | 34k | 26.67 |
| 2018-03-31 | $941k | 34k | 27.57 |
| 2017-12-31 | $855k | 31k | 27.92 |
| 2017-09-30 | $809k | 31k | 25.85 |
| 2017-06-30 | $675k | 27k | 24.66 |
| 2017-03-31 | $456k | 19k | 23.70 |