Financial Select Sector SPDR shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 141k | 53.87 |
| 2025-06-30 | $7.6M | 144k | 52.37 |
| 2025-03-31 | $7.7M | 155k | 49.81 |
| 2024-12-31 | $6.8M | 141k | 48.33 |
| 2024-09-30 | $4.6M | 103k | 45.08 |
| 2024-06-30 | $4.3M | 103k | 41.20 |
| 2024-03-31 | $5.9M | 139k | 42.12 |
| 2023-12-31 | $5.6M | 148k | 37.60 |
| 2023-09-30 | $5.1M | 154k | 33.17 |
| 2023-06-30 | $5.3M | 156k | 33.71 |
| 2023-03-31 | $5.0M | 156k | 32.15 |
| 2022-12-31 | $5.6M | 164k | 34.20 |
| 2022-09-30 | $5.0M | 165k | 30.36 |
| 2022-06-30 | $5.7M | 164k | 35.01 |
| 2022-03-31 | $6.3M | 164k | 38.32 |
| 2021-12-31 | $6.1M | 155k | 39.05 |
| 2021-09-30 | $6.0M | 154k | 38.77 |
| 2021-06-30 | $5.1M | 139k | 36.69 |
| 2021-03-31 | $4.5M | 133k | 34.05 |
| 2020-12-31 | $3.8M | 121k | 31.32 |
| 2020-09-30 | $2.8M | 115k | 24.07 |
| 2020-06-30 | $2.0M | 85k | 23.13 |
| 2020-03-31 | $1.7M | 80k | 20.82 |
| 2019-12-31 | $9.9M | 417k | 23.82 |
| 2019-09-30 | $11M | 389k | 28.00 |
| 2019-06-30 | $11M | 429k | 25.71 |
| 2019-03-31 | $11M | 429k | 25.71 |
| 2018-12-31 | $9.9M | 417k | 23.82 |