Financial Select Sector SPDR shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.8M | 79k | 48.33 |
| 2024-09-30 | $3.5M | 78k | 45.32 |
| 2024-06-30 | $3.0M | 73k | 41.11 |
| 2024-03-31 | $2.6M | 62k | 42.12 |
| 2023-12-31 | $2.3M | 60k | 37.60 |
| 2023-09-30 | $2.0M | 61k | 33.17 |
| 2023-06-30 | $2.0M | 60k | 33.71 |
| 2023-03-31 | $2.2M | 67k | 32.15 |
| 2022-12-31 | $1.8M | 53k | 34.20 |
| 2022-09-30 | $1.5M | 48k | 30.36 |
| 2022-06-30 | $1.5M | 47k | 31.45 |
| 2022-03-31 | $3.1M | 81k | 38.32 |
| 2021-12-31 | $2.8M | 72k | 39.05 |
| 2021-09-30 | $2.6M | 69k | 37.53 |
| 2021-06-30 | $2.2M | 61k | 36.70 |
| 2021-03-31 | $2.1M | 61k | 34.05 |
| 2020-12-31 | $1.8M | 62k | 29.48 |
| 2020-09-30 | $1.6M | 66k | 24.07 |
| 2020-06-30 | $1.8M | 79k | 23.14 |
| 2020-03-31 | $2.1M | 90k | 23.29 |
| 2019-12-31 | $2.4M | 79k | 30.78 |
| 2019-09-30 | $2.2M | 78k | 28.01 |
| 2019-06-30 | $2.1M | 77k | 27.60 |
| 2019-03-31 | $1.8M | 71k | 25.71 |
| 2018-12-31 | $1.5M | 61k | 23.82 |
| 2018-09-30 | $1.3M | 49k | 26.21 |
| 2018-06-30 | $1.3M | 45k | 27.75 |
| 2018-03-31 | $821k | 30k | 27.58 |
| 2017-12-31 | $1.1M | 39k | 27.92 |
| 2017-09-30 | $457k | 18k | 25.88 |