Financial Select Sector SPDR shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $66M | 1.6M | 41.11 |
| 2024-03-31 | $77M | 1.8M | 42.12 |
| 2023-12-31 | $75M | 2.0M | 37.60 |
| 2023-09-30 | $83M | 2.5M | 33.17 |
| 2023-06-30 | $100M | 2.8M | 35.77 |
| 2023-03-31 | $109M | 3.1M | 35.76 |
| 2022-12-31 | $96M | 2.7M | 35.76 |
| 2022-09-30 | $91M | 3.0M | 30.36 |
| 2022-06-30 | $98M | 3.1M | 31.45 |
| 2022-03-31 | $123M | 3.2M | 38.32 |
| 2021-12-31 | $127M | 3.3M | 39.05 |
| 2021-09-30 | $133M | 3.5M | 37.53 |
| 2021-06-30 | $139M | 3.8M | 36.82 |
| 2021-03-31 | $136M | 4.0M | 34.05 |
| 2020-12-31 | $137M | 4.7M | 29.48 |
| 2020-09-30 | $119M | 4.9M | 24.07 |
| 2020-06-30 | $130M | 5.6M | 23.14 |
| 2020-03-31 | $124M | 6.0M | 20.82 |
| 2019-12-31 | $174M | 5.6M | 30.78 |
| 2019-09-30 | $192M | 6.8M | 28.07 |
| 2019-06-30 | $204M | 7.5M | 27.21 |
| 2019-03-31 | $323M | 12M | 27.35 |
| 2018-12-31 | $233M | 9.9M | 23.59 |
| 2018-09-30 | $291M | 10M | 27.87 |
| 2018-06-30 | $316M | 12M | 26.59 |
| 2018-03-31 | $332M | 12M | 27.20 |
| 2017-12-31 | $346M | 12M | 28.11 |
| 2017-09-30 | $336M | 13M | 25.74 |
| 2017-06-30 | $303M | 12M | 24.67 |
| 2017-03-31 | $266M | 11M | 23.93 |
| 2016-12-31 | $229M | 9.9M | 23.20 |
| 2016-09-30 | $206M | 11M | 19.18 |
| 2016-06-30 | $220M | 9.8M | 22.50 |
| 2016-03-31 | $199M | 8.8M | 22.57 |
| 2015-12-31 | $191M | 7.9M | 24.07 |
| 2015-09-30 | $173M | 7.6M | 22.65 |
| 2015-06-30 | $172M | 7.1M | 24.29 |
| 2015-03-31 | $162M | 6.6M | 24.59 |
| 2014-12-31 | $140M | 5.6M | 24.97 |
| 2014-09-30 | $119M | 5.1M | 23.17 |
| 2014-06-30 | $99M | 4.3M | 22.74 |
| 2014-03-31 | $78M | 3.6M | 21.57 |
| 2013-12-31 | $26M | 1.2M | 21.86 |