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Financial Select Sector SPDR shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $289k 7.7k 37.60
2023-09-30 $269k 8.1k 33.17
2023-06-30 $322k 9.6k 33.71
2023-03-31 $323k 10k 32.15
2022-12-31 $263k 7.7k 34.20
2022-09-30 $233k 7.7k 30.35
2022-06-30 $241k 7.7k 31.39
2022-03-31 $313k 8.2k 38.27
2021-12-31 $239k 6.1k 38.98
2021-09-30 $230k 6.1k 37.46