Financial Select Sector SPDR shares owned by Meridian Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Meridian Wealth Advisors
from 13F filings
Historical chart of Meridian Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Meridian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $678k | 13k | 53.87 |
| 2025-06-30 | $659k | 13k | 52.37 |
| 2025-03-31 | $627k | 13k | 49.81 |
| 2024-12-31 | $608k | 13k | 48.33 |
| 2024-09-30 | $570k | 13k | 45.32 |
| 2024-06-30 | $596k | 15k | 41.11 |
| 2024-03-31 | $606k | 14k | 42.12 |
| 2023-12-31 | $541k | 14k | 37.60 |
| 2023-09-30 | $522k | 16k | 33.17 |
| 2023-06-30 | $530k | 16k | 33.71 |
| 2023-03-31 | $551k | 17k | 32.15 |
| 2022-12-31 | $545k | 16k | 34.20 |
| 2022-09-30 | $523k | 17k | 30.38 |
| 2022-06-30 | $541k | 17k | 31.44 |
| 2022-03-31 | $669k | 18k | 38.34 |
| 2021-12-31 | $631k | 16k | 39.04 |
| 2021-09-30 | $601k | 16k | 37.54 |
| 2021-06-30 | $579k | 16k | 36.70 |
| 2021-03-31 | $468k | 14k | 34.02 |
| 2020-12-31 | $405k | 14k | 29.45 |
| 2020-09-30 | $340k | 14k | 24.09 |
| 2020-06-30 | $264k | 11k | 23.14 |
| 2020-03-31 | $361k | 17k | 20.83 |
| 2019-12-31 | $419k | 14k | 30.80 |
| 2019-09-30 | $381k | 14k | 28.00 |
| 2019-06-30 | $341k | 12k | 27.60 |
| 2019-03-31 | $318k | 12k | 25.74 |
| 2018-12-31 | $306k | 13k | 23.80 |