Financial Select Sector SPDR shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $773k | 14k | 53.87 |
| 2025-06-30 | $751k | 14k | 52.37 |
| 2025-03-31 | $715k | 14k | 49.81 |
| 2024-12-31 | $693k | 14k | 48.33 |
| 2024-09-30 | $650k | 14k | 45.32 |
| 2024-06-30 | $590k | 14k | 41.11 |
| 2024-03-31 | $604k | 14k | 42.12 |
| 2023-12-31 | $539k | 14k | 37.60 |
| 2023-09-30 | $517k | 16k | 33.17 |
| 2023-06-30 | $525k | 16k | 33.71 |
| 2023-03-31 | $501k | 16k | 32.15 |
| 2022-12-31 | $533k | 16k | 34.22 |
| 2022-09-30 | $473k | 16k | 30.37 |
| 2022-06-30 | $490k | 16k | 31.46 |
| 2022-03-31 | $597k | 16k | 38.33 |
| 2021-12-31 | $622k | 16k | 39.07 |