Financial Select Sector SPDR shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $629k | 12k | 53.24 |
| 2025-06-30 | $618k | 12k | 52.37 |
| 2025-03-31 | $588k | 12k | 49.81 |
| 2024-12-31 | $571k | 12k | 48.33 |
| 2024-09-30 | $535k | 12k | 45.32 |
| 2024-06-30 | $486k | 12k | 41.11 |
| 2024-03-31 | $502k | 12k | 42.12 |
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