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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

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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