Financial Select Sector SPDR shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment 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 Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Financial Select Sector SPDR by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 26k | 53.87 |
| 2025-06-30 | $1.4M | 26k | 52.37 |
| 2025-03-31 | $1.4M | 28k | 49.81 |
| 2024-12-31 | $1.5M | 32k | 48.33 |
| 2024-09-30 | $1.4M | 30k | 45.32 |
| 2024-06-30 | $1.5M | 37k | 41.11 |
| 2024-03-31 | $2.1M | 51k | 42.12 |
| 2023-12-31 | $1.8M | 49k | 37.60 |
| 2021-12-31 | $270k | 6.9k | 39.05 |
| 2021-09-30 | $206k | 5.5k | 37.54 |
More positions owned by Soltis Investment Advisors
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