Financial Select Sector SPDR shares owned by LM Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by LM Advisors
from 13F filings
Historical chart of LM Advisors investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by LM 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 LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 36k | 53.86 |
| 2025-06-30 | $1.8M | 34k | 52.37 |
| 2025-03-31 | $1.7M | 35k | 49.81 |
| 2024-12-31 | $1.5M | 32k | 48.34 |
| 2024-09-30 | $1.3M | 28k | 45.31 |
| 2024-03-31 | $4.7M | 112k | 42.12 |
| 2023-12-31 | $1.1M | 29k | 37.60 |