Financial Select Sector SPDR shares owned by Investment Advisory Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory Group investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $980k | 18k | 53.87 |
| 2025-06-30 | $953k | 18k | 52.37 |
| 2025-03-31 | $930k | 19k | 49.81 |
| 2024-12-31 | $864k | 18k | 48.33 |
| 2024-09-30 | $808k | 18k | 45.32 |
| 2024-06-30 | $749k | 18k | 41.11 |
| 2024-03-31 | $872k | 21k | 42.12 |
| 2023-12-31 | $574k | 15k | 37.60 |
| 2023-09-30 | $518k | 16k | 33.17 |
| 2023-06-30 | $526k | 16k | 33.71 |
| 2023-03-31 | $510k | 16k | 32.15 |
| 2022-12-31 | $533k | 16k | 34.20 |
| 2022-09-30 | $256k | 8.4k | 30.40 |
| 2022-03-31 | $219k | 5.7k | 38.36 |
| 2021-12-31 | $232k | 5.7k | 40.65 |