Financial Select Sector SPDR shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $748k | 14k | 53.87 |
| 2025-06-30 | $675k | 13k | 52.37 |
| 2025-03-31 | $637k | 13k | 49.81 |
| 2024-12-31 | $644k | 13k | 48.33 |
| 2024-09-30 | $622k | 14k | 45.32 |
| 2024-06-30 | $596k | 15k | 41.11 |
| 2024-03-31 | $623k | 15k | 42.12 |
| 2023-12-31 | $757k | 20k | 37.60 |
| 2023-09-30 | $625k | 19k | 33.17 |
| 2023-06-30 | $624k | 19k | 33.71 |
| 2023-03-31 | $592k | 18k | 32.15 |
| 2022-12-31 | $629k | 18k | 34.20 |
| 2022-09-30 | $622k | 21k | 30.34 |
| 2022-06-30 | $596k | 19k | 31.50 |
| 2022-03-31 | $725k | 19k | 38.33 |
| 2021-12-31 | $684k | 18k | 39.03 |
| 2021-09-30 | $639k | 17k | 37.75 |
| 2021-06-30 | $620k | 17k | 36.69 |
| 2021-03-31 | $592k | 17k | 34.05 |
| 2020-12-31 | $501k | 17k | 29.46 |