Financial Select Sector SPDR shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 4.3k | 53.87 |
| 2025-06-30 | $230k | 4.4k | 52.37 |
| 2025-03-31 | $219k | 4.4k | 49.81 |
| 2024-12-31 | $212k | 4.4k | 48.33 |
| 2024-09-30 | $199k | 4.4k | 45.32 |
| 2024-06-30 | $180k | 4.4k | 41.11 |
| 2024-03-31 | $173k | 4.1k | 42.12 |
| 2023-12-31 | $147k | 3.9k | 37.60 |
| 2023-09-30 | $130k | 3.9k | 33.17 |
| 2023-06-30 | $132k | 3.9k | 33.71 |
| 2023-03-31 | $126k | 3.9k | 32.15 |
| 2022-12-31 | $134k | 3.9k | 34.20 |
| 2022-09-30 | $137k | 4.5k | 30.35 |
| 2022-06-30 | $145k | 4.6k | 31.42 |
| 2022-03-31 | $207k | 5.4k | 38.29 |
| 2021-12-31 | $211k | 5.4k | 39.03 |
| 2021-09-30 | $199k | 5.3k | 37.53 |
| 2021-06-30 | $255k | 6.9k | 36.74 |
| 2021-03-31 | $236k | 6.9k | 34.02 |
| 2020-12-31 | $159k | 5.4k | 29.41 |