Financial Select Sector SPDR shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 31k | 49.48 |
| 2024-09-30 | $1.2M | 27k | 45.35 |
| 2024-06-30 | $1.2M | 28k | 41.75 |
| 2024-03-31 | $1.1M | 29k | 39.86 |
| 2023-12-31 | $3.3M | 29k | 113.03 |
| 2023-09-30 | $970k | 29k | 33.56 |
| 2023-06-30 | $1.0M | 30k | 33.71 |
| 2023-03-31 | $1.1M | 33k | 31.91 |
| 2022-12-31 | $1.1M | 33k | 34.32 |
| 2022-09-30 | $907k | 29k | 31.63 |
| 2022-06-30 | $911k | 28k | 32.08 |
| 2022-03-31 | $1.0M | 27k | 38.23 |
| 2021-12-31 | $1.0M | 26k | 39.53 |
| 2021-09-30 | $950k | 25k | 37.51 |