Financial Select Sector SPDR shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $764k | 20k | 37.60 |
| 2023-09-30 | $695k | 21k | 33.17 |
| 2023-06-30 | $696k | 21k | 33.71 |
| 2023-03-31 | $680k | 21k | 32.15 |
| 2022-12-31 | $489k | 14k | 34.20 |
| 2022-09-30 | $531k | 18k | 30.35 |
| 2022-06-30 | $550k | 18k | 31.43 |
| 2022-03-31 | $709k | 19k | 38.33 |
| 2021-12-31 | $1.2M | 30k | 39.06 |
| 2021-09-30 | $1.1M | 30k | 37.54 |
| 2021-06-30 | $1.1M | 29k | 36.70 |
| 2021-03-31 | $962k | 28k | 34.03 |