Financial Select Sector SPDR shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $210k | 3.8k | 54.77 |
| 2025-09-30 | $183k | 3.4k | 53.87 |
| 2025-06-30 | $178k | 3.4k | 52.37 |
| 2025-03-31 | $172k | 3.4k | 49.81 |
| 2024-12-31 | $75k | 1.6k | 48.33 |
| 2024-09-30 | $71k | 1.6k | 45.32 |
| 2024-06-30 | $66k | 1.6k | 41.11 |
| 2024-03-31 | $60k | 1.4k | 42.12 |
| 2023-09-30 | $47k | 1.4k | 33.17 |
| 2023-06-30 | $51k | 1.5k | 33.71 |
| 2023-03-31 | $49k | 1.5k | 32.15 |
| 2022-12-31 | $52k | 1.5k | 34.20 |
| 2022-09-30 | $44k | 1.4k | 30.45 |
| 2022-06-30 | $58k | 1.9k | 31.18 |
| 2022-03-31 | $36k | 930 | 38.71 |
| 2021-12-31 | $17k | 430 | 39.53 |
| 2021-09-30 | $16k | 430 | 37.21 |
| 2021-06-30 | $16k | 430 | 37.21 |
| 2021-03-31 | $15k | 430 | 34.88 |
| 2020-12-31 | $16k | 530 | 30.19 |
| 2020-09-30 | $10k | 430 | 23.26 |
| 2020-06-30 | $16k | 705 | 22.70 |
| 2020-03-31 | $15k | 705 | 21.28 |