Financial Select Sector SPDR shares owned by River Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 6.7k | 53.87 |
| 2025-06-30 | $412k | 7.9k | 52.37 |
| 2025-03-31 | $431k | 8.6k | 49.81 |
| 2024-12-31 | $418k | 8.6k | 48.33 |
| 2024-09-30 | $568k | 13k | 45.32 |
| 2024-03-31 | $621k | 15k | 42.12 |
| 2023-12-31 | $522k | 14k | 37.60 |
| 2023-09-30 | $432k | 13k | 33.17 |
| 2023-06-30 | $440k | 13k | 33.71 |
| 2023-03-31 | $446k | 14k | 32.15 |
| 2022-12-31 | $586k | 17k | 34.20 |
| 2022-09-30 | $433k | 14k | 30.38 |
| 2022-06-30 | $565k | 18k | 31.43 |
| 2022-03-31 | $689k | 18k | 38.34 |
| 2021-12-31 | $701k | 18k | 39.05 |
| 2021-09-30 | $591k | 16k | 37.52 |
| 2021-06-30 | $576k | 16k | 36.66 |
| 2021-03-31 | $513k | 15k | 34.03 |
| 2020-12-31 | $440k | 15k | 29.45 |
| 2020-09-30 | $363k | 15k | 24.05 |
| 2020-06-30 | $349k | 15k | 23.12 |
| 2020-03-31 | $324k | 16k | 20.85 |
| 2019-12-31 | $328k | 11k | 30.78 |
| 2019-09-30 | $318k | 11k | 28.00 |
| 2019-06-30 | $280k | 10k | 27.59 |
| 2018-12-31 | $157k | 6.6k | 23.84 |
| 2018-09-30 | $232k | 8.4k | 27.57 |
| 2018-06-30 | $224k | 8.4k | 26.62 |
| 2018-03-31 | $247k | 9.0k | 27.53 |
| 2017-12-31 | $231k | 8.3k | 27.95 |