Financial Select Sector SPDR shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $301k | 5.6k | 53.87 |
| 2025-06-30 | $278k | 5.3k | 52.37 |
| 2025-03-31 | $428k | 8.6k | 49.81 |
| 2024-12-31 | $424k | 8.3k | 51.41 |
| 2024-09-30 | $364k | 8.0k | 45.32 |
| 2024-06-30 | $342k | 8.3k | 41.11 |
| 2024-03-31 | $303k | 7.2k | 42.12 |
| 2023-12-31 | $253k | 6.7k | 37.60 |
| 2023-09-30 | $204k | 6.2k | 33.17 |
| 2023-06-30 | $207k | 6.1k | 33.71 |
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