Financial Select Sector SPDR shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $662k | 12k | 53.87 |
| 2025-06-30 | $643k | 12k | 52.37 |
| 2025-03-31 | $612k | 12k | 49.81 |
| 2024-12-31 | $561k | 12k | 48.33 |
| 2024-09-30 | $526k | 12k | 45.32 |
| 2024-06-30 | $510k | 12k | 41.11 |
| 2024-03-31 | $522k | 12k | 42.12 |
| 2023-12-31 | $466k | 12k | 37.60 |
| 2023-09-30 | $415k | 13k | 33.17 |
| 2023-06-30 | $446k | 13k | 33.71 |
| 2023-03-31 | $426k | 13k | 32.15 |
| 2022-12-31 | $440k | 13k | 34.20 |
| 2022-09-30 | $430k | 14k | 30.34 |
| 2022-06-30 | $473k | 15k | 31.44 |
| 2022-03-31 | $552k | 14k | 38.34 |
| 2021-12-31 | $643k | 17k | 39.04 |
| 2021-09-30 | $642k | 17k | 37.52 |
| 2021-06-30 | $660k | 18k | 36.66 |
| 2021-03-31 | $834k | 25k | 34.06 |
| 2020-12-31 | $873k | 30k | 29.48 |