Financial Select Sector SPDR shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $958k | 20k | 48.33 |
| 2024-09-30 | $823k | 18k | 45.32 |
| 2024-06-30 | $737k | 18k | 41.11 |
| 2024-03-31 | $752k | 18k | 42.12 |
| 2023-12-31 | $649k | 17k | 37.60 |
| 2023-09-30 | $587k | 18k | 33.17 |
| 2023-06-30 | $687k | 20k | 33.71 |
| 2023-03-31 | $878k | 27k | 32.15 |
| 2022-12-31 | $995k | 29k | 34.20 |
| 2022-09-30 | $960k | 32k | 30.35 |
| 2022-06-30 | $1.0M | 33k | 31.44 |
| 2022-03-31 | $781k | 23k | 34.04 |
| 2021-12-31 | $1.3M | 33k | 39.04 |
| 2021-09-30 | $1.2M | 31k | 37.54 |
| 2021-06-30 | $1.1M | 29k | 36.58 |
| 2021-03-31 | $792k | 23k | 34.52 |
| 2020-12-31 | $767k | 26k | 29.35 |
| 2020-09-30 | $431k | 18k | 24.18 |
| 2020-06-30 | $480k | 21k | 23.16 |
| 2019-12-31 | $775k | 25k | 30.70 |