Financial Select Sector SPDR shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $288k | 5.8k | 49.57 |
| 2025-12-31 | $344k | 6.3k | 54.72 |
| 2025-09-30 | $316k | 5.9k | 53.63 |
| 2025-06-30 | $340k | 6.4k | 52.79 |
| 2025-03-31 | $390k | 7.8k | 49.75 |
| 2024-12-31 | $323k | 6.7k | 48.33 |