Financial Select Sector SPDR shares owned by Legacy Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Legacy 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 Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $298k | 5.4k | 54.77 |
| 2025-03-31 | $582k | 12k | 49.81 |
| 2024-12-31 | $507k | 11k | 48.33 |
| 2019-09-30 | $327k | 12k | 27.97 |
| 2019-06-30 | $139k | 5.0k | 27.65 |
| 2019-03-31 | $129k | 5.0k | 25.66 |
| 2018-09-30 | $118k | 4.3k | 27.50 |
| 2018-06-30 | $114k | 4.3k | 26.57 |