Financial Select Sector SPDR shares owned by Rise Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 115k | 53.87 |
| 2025-06-30 | $5.7M | 109k | 52.37 |
| 2024-12-31 | $5.3M | 109k | 48.33 |
| 2024-09-30 | $5.2M | 115k | 45.32 |
| 2024-06-30 | $4.5M | 110k | 41.11 |
| 2024-03-31 | $7.9M | 187k | 42.12 |
| 2023-12-31 | $6.9M | 184k | 37.60 |
| 2023-09-30 | $6.0M | 181k | 33.17 |
| 2023-06-30 | $5.6M | 167k | 33.71 |
| 2023-03-31 | $4.8M | 150k | 32.15 |
| 2022-12-31 | $3.0M | 88k | 34.20 |
| 2022-09-30 | $2.8M | 93k | 30.36 |
| 2022-06-30 | $2.8M | 90k | 31.45 |
| 2022-03-31 | $3.3M | 86k | 38.32 |
| 2021-12-31 | $2.1M | 54k | 39.05 |