Financial Select Sector SPDR shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 181k | 53.87 |
| 2025-06-30 | $4.2M | 80k | 52.37 |
| 2025-03-31 | $3.9M | 79k | 49.80 |
| 2024-12-31 | $4.0M | 84k | 48.33 |
| 2024-09-30 | $4.2M | 93k | 45.31 |
| 2024-06-30 | $799k | 19k | 41.11 |
| 2024-03-31 | $766k | 18k | 42.12 |
| 2023-12-31 | $921k | 25k | 37.60 |
| 2023-09-30 | $384k | 12k | 33.17 |