Financial Select Sector SPDR shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis 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 Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $782k | 15k | 53.87 |
| 2025-06-30 | $760k | 15k | 52.37 |
| 2025-03-31 | $723k | 15k | 49.81 |
| 2024-12-31 | $701k | 15k | 48.33 |
| 2024-09-30 | $657k | 15k | 45.32 |
| 2024-06-30 | $595k | 15k | 41.11 |
| 2024-03-31 | $610k | 15k | 42.12 |
| 2023-12-31 | $602k | 16k | 37.60 |
| 2023-09-30 | $558k | 17k | 33.17 |
| 2023-06-30 | $568k | 17k | 33.71 |
| 2023-03-31 | $541k | 17k | 32.15 |
| 2022-12-31 | $575k | 17k | 34.20 |
| 2022-09-30 | $511k | 17k | 30.36 |
| 2022-06-30 | $529k | 17k | 31.47 |
| 2022-03-31 | $645k | 17k | 38.30 |
| 2021-12-31 | $618k | 16k | 39.05 |
| 2021-09-30 | $594k | 16k | 37.50 |
| 2021-06-30 | $552k | 15k | 36.68 |
| 2021-03-31 | $515k | 15k | 34.02 |
| 2020-12-31 | $419k | 14k | 29.47 |