Financial Select Sector SPDR shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 5.1k | 53.87 |
| 2025-06-30 | $265k | 5.1k | 52.37 |
| 2025-03-31 | $245k | 4.9k | 49.81 |
| 2024-12-31 | $253k | 4.9k | 51.28 |
| 2024-09-30 | $222k | 4.9k | 45.15 |
| 2024-06-30 | $202k | 4.9k | 41.11 |
| 2024-03-31 | $240k | 5.7k | 42.12 |
| 2023-06-30 | $202k | 5.7k | 35.33 |
| 2022-12-31 | $209k | 5.7k | 36.66 |
More positions owned by Kapstone Financial Advisors
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