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
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Meridian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Meridian Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |