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Financial Select Sector SPDR shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 95k 53.87
2025-06-30 $4.7M 90k 52.37
2025-03-31 $3.9M 78k 49.81
2024-12-31 $3.5M 71k 48.33
2024-09-30 $662k 15k 45.32
2024-06-30 $707k 17k 41.11
2024-03-31 $764k 18k 42.12
2023-12-31 $1.3M 35k 37.60
2023-09-30 $1.1M 33k 33.17
2023-06-30 $1.1M 33k 33.71
2023-03-31 $1.1M 34k 32.15
2022-12-31 $1.2M 34k 34.20
2022-09-30 $1.0M 34k 30.37
2022-06-30 $1.0M 33k 31.44
2022-03-31 $4.8M 124k 38.32
2021-12-31 $6.5M 167k 39.05
2021-09-30 $5.2M 144k 36.41