Financial Select Sector SPDR shares owned by Herold Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $369k | 8.1k | 45.32 |
| 2024-06-30 | $322k | 7.8k | 41.11 |
| 2024-03-31 | $343k | 8.2k | 42.13 |
| 2023-12-31 | $304k | 8.1k | 37.60 |
| 2023-09-30 | $265k | 8.0k | 33.17 |
| 2023-06-30 | $275k | 8.2k | 33.71 |
| 2023-03-31 | $331k | 10k | 32.15 |
| 2022-12-31 | $327k | 9.6k | 34.20 |
| 2022-09-30 | $279k | 9.2k | 30.28 |
| 2022-06-30 | $289k | 9.2k | 31.38 |
| 2022-03-31 | $353k | 9.2k | 38.32 |
| 2021-12-31 | $318k | 8.2k | 39.00 |
| 2021-09-30 | $283k | 7.6k | 37.47 |