Financial Select Sector SPDR shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 77k | 53.87 |
| 2025-06-30 | $3.9M | 75k | 52.37 |
| 2025-03-31 | $3.6M | 73k | 49.81 |
| 2024-12-31 | $3.5M | 73k | 48.33 |
| 2024-09-30 | $3.3M | 73k | 45.32 |
| 2024-06-30 | $2.7M | 66k | 41.11 |
| 2024-03-31 | $2.8M | 66k | 42.12 |
| 2023-12-31 | $2.4M | 64k | 37.60 |
| 2023-09-30 | $2.1M | 63k | 33.17 |
| 2023-06-30 | $2.0M | 60k | 33.71 |
| 2023-03-31 | $1.9M | 58k | 32.15 |
| 2022-12-31 | $2.0M | 58k | 34.20 |
| 2022-09-30 | $2.0M | 64k | 30.36 |
| 2022-06-30 | $2.0M | 64k | 31.45 |
| 2022-03-31 | $2.6M | 68k | 38.32 |
| 2021-12-31 | $2.9M | 73k | 39.05 |
| 2021-09-30 | $2.5M | 67k | 37.52 |
| 2021-06-30 | $2.0k | 64 | 31.25 |
| 2021-03-31 | $4.0k | 105 | 38.10 |
| 2020-09-30 | $20k | 834 | 23.98 |
| 2016-03-31 | $9.0k | 419 | 21.48 |
| 2015-12-31 | $10k | 419 | 23.87 |