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Financial Select Sector SPDR shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates investment in Financial Select Sector SPDR

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All positions including Financial Select Sector SPDR held by Richard W. Paul & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $367k 6.8k 53.87
2025-06-30 $405k 7.7k 52.37
2025-03-31 $438k 8.8k 49.81
2024-12-31 $974k 20k 48.33
2024-09-30 $952k 21k 45.32
2024-06-30 $971k 24k 41.11
2024-03-31 $1.0M 24k 42.12
2023-12-31 $945k 25k 37.60
2023-09-30 $852k 26k 33.17
2023-06-30 $387k 12k 33.71
2023-03-31 $369k 12k 32.15
2022-12-31 $334k 9.8k 34.20