Financial Select Sector SPDR shares owned by Private Advisory
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Private Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 76k | 53.87 |
| 2025-06-30 | $3.6M | 69k | 52.37 |
| 2025-03-31 | $3.7M | 74k | 49.81 |
| 2024-12-31 | $3.6M | 75k | 48.33 |
| 2023-09-30 | $1.1M | 34k | 33.17 |
| 2023-06-30 | $1.1M | 32k | 33.71 |
| 2022-03-31 | $1.2M | 30k | 38.32 |
| 2021-12-31 | $1.2M | 32k | 39.04 |
| 2021-06-30 | $929k | 25k | 36.70 |
| 2019-12-31 | $804k | 26k | 30.80 |
| 2017-03-31 | $827k | 35k | 23.80 |
| 2016-12-31 | $303k | 13k | 23.36 |