Financial Select Sector SPDR shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $421k | 10k | 42.12 |
| 2023-12-31 | $743k | 20k | 37.60 |
| 2023-09-30 | $2.1M | 63k | 33.17 |
| 2023-06-30 | $2.2M | 66k | 33.71 |
| 2023-03-31 | $2.1M | 64k | 32.15 |
| 2022-12-31 | $1.9M | 57k | 34.20 |
| 2022-09-30 | $1.9M | 64k | 30.36 |
| 2022-06-30 | $1.9M | 62k | 31.45 |
| 2022-03-31 | $865k | 23k | 38.32 |
| 2021-12-31 | $1.1M | 28k | 39.06 |
| 2021-09-30 | $518k | 14k | 37.54 |
| 2021-06-30 | $644k | 18k | 36.70 |
| 2021-03-31 | $460k | 14k | 34.07 |
| 2020-12-31 | $398k | 14k | 29.48 |
| 2020-09-30 | $873k | 36k | 24.07 |
| 2020-06-30 | $794k | 34k | 23.15 |
| 2020-03-31 | $882k | 42k | 20.81 |
| 2019-12-31 | $512k | 17k | 30.75 |
| 2019-09-30 | $955k | 34k | 28.01 |
| 2019-06-30 | $1.7M | 63k | 27.60 |
| 2019-03-31 | $2.2M | 87k | 25.71 |
| 2018-12-31 | $2.0M | 83k | 23.82 |
More positions owned by Hillcrest Wealth Advisors - NY
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