Financial Select Sector SPDR shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA 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 SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $963k | 18k | 53.87 |
| 2025-06-30 | $972k | 19k | 52.37 |
| 2025-03-31 | $951k | 19k | 49.81 |
| 2024-12-31 | $922k | 19k | 48.33 |
| 2024-09-30 | $872k | 19k | 45.32 |
| 2024-06-30 | $789k | 19k | 41.11 |
| 2024-03-31 | $815k | 19k | 42.12 |
| 2023-12-31 | $726k | 19k | 37.60 |
| 2023-09-30 | $640k | 19k | 33.17 |
| 2023-06-30 | $646k | 19k | 33.71 |
| 2023-03-31 | $617k | 19k | 32.15 |
| 2022-12-31 | $654k | 19k | 34.20 |
| 2022-09-30 | $589k | 19k | 30.31 |
| 2022-06-30 | $608k | 19k | 31.42 |
| 2022-03-31 | $738k | 19k | 38.28 |
| 2021-12-31 | $751k | 19k | 39.07 |
| 2021-09-30 | $718k | 19k | 37.49 |
| 2021-06-30 | $691k | 19k | 36.68 |
| 2021-03-31 | $661k | 19k | 34.02 |
| 2020-12-31 | $606k | 19k | 31.29 |