Financial Select Sector SPDR shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Ropes Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in Financial Select Sector SPDR by Ropes Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $441k | 13k | 33.17 |
2023-06-30 | $449k | 13k | 33.71 |
2023-03-31 | $430k | 13k | 32.15 |
2022-12-31 | $588k | 17k | 34.20 |
2022-09-30 | $375k | 12k | 30.33 |
2022-06-30 | $389k | 12k | 31.46 |
2022-03-31 | $474k | 12k | 38.34 |
2021-12-31 | $475k | 12k | 39.01 |
2021-09-30 | $457k | 12k | 37.54 |
2021-06-30 | $493k | 13k | 36.71 |
2021-03-31 | $451k | 12k | 37.04 |
2020-12-31 | $579k | 20k | 29.48 |
2020-09-30 | $244k | 10k | 24.08 |
2020-06-30 | $235k | 10k | 23.19 |
2020-03-31 | $211k | 10k | 20.82 |
2019-12-31 | $475k | 15k | 30.78 |
2019-09-30 | $303k | 11k | 27.96 |
2019-06-30 | $302k | 11k | 27.57 |
2019-03-31 | $261k | 10k | 25.75 |
2018-12-31 | $241k | 10k | 23.78 |
2018-09-30 | $310k | 11k | 27.59 |
2018-06-30 | $347k | 13k | 26.59 |
2018-03-31 | $409k | 15k | 27.57 |
2017-12-31 | $364k | 13k | 27.89 |
2017-09-30 | $263k | 10k | 25.88 |
2017-06-30 | $251k | 10k | 24.70 |
2017-03-31 | $241k | 10k | 23.71 |
2016-12-31 | $236k | 10k | 23.22 |
2016-09-30 | $175k | 9.1k | 19.31 |