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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

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Valeo Financial 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
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