Financial Select Sector SPDR shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $926k | 17k | 53.87 |
| 2025-06-30 | $899k | 17k | 52.37 |
| 2025-03-31 | $1.8M | 36k | 49.81 |
| 2021-09-30 | $81k | 2.2k | 37.55 |
| 2018-06-30 | $304k | 11k | 26.94 |
| 2018-03-31 | $304k | 11k | 26.94 |
| 2016-12-31 | $28k | 1.2k | 23.37 |