Financial Select Sector SPDR shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 24k | 53.70 |
| 2025-06-30 | $1.2M | 23k | 52.21 |
| 2025-03-31 | $1.0M | 22k | 46.67 |
| 2024-12-31 | $1.4M | 29k | 47.32 |
| 2024-09-30 | $1.0M | 21k | 47.48 |
| 2024-06-30 | $611k | 15k | 41.91 |
| 2024-03-31 | $576k | 15k | 39.59 |
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