Financial Select Sector SPDR shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $403k | 7.4k | 54.77 |
| 2025-09-30 | $399k | 7.4k | 53.87 |
| 2021-12-31 | $4.4M | 113k | 39.05 |
| 2018-09-30 | $7.7M | 278k | 27.58 |
| 2018-06-30 | $8.8M | 332k | 26.59 |
| 2018-03-31 | $8.8M | 318k | 27.57 |
| 2017-12-31 | $9.3M | 335k | 27.91 |
| 2017-09-30 | $9.0M | 350k | 25.86 |
| 2017-06-30 | $9.0M | 364k | 24.67 |
| 2017-03-31 | $8.0M | 339k | 23.73 |
| 2016-12-31 | $7.6M | 328k | 23.25 |
| 2016-09-30 | $6.7M | 346k | 19.30 |
| 2016-06-30 | $9.9M | 432k | 22.86 |
| 2016-03-31 | $9.7M | 432k | 22.50 |
| 2015-12-31 | $10M | 430k | 23.83 |
| 2015-09-30 | $9.1M | 400k | 22.66 |
| 2015-06-30 | $9.2M | 377k | 24.38 |
| 2015-03-31 | $9.1M | 378k | 24.11 |
| 2014-12-31 | $18M | 714k | 24.73 |
More positions owned by Juncture Wealth Strategies
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