Financial Select Sector SPDR shares owned by ValMark Advisers
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 27k | 54.77 |
| 2025-09-30 | $1.5M | 28k | 53.87 |
| 2025-06-30 | $1.5M | 29k | 52.37 |
| 2025-03-31 | $1.4M | 28k | 49.81 |
| 2024-12-31 | $1.2M | 25k | 48.33 |
| 2024-09-30 | $1.2M | 26k | 45.32 |
| 2024-06-30 | $1.1M | 26k | 41.11 |
| 2024-03-31 | $1.2M | 29k | 42.12 |
| 2023-12-31 | $1.1M | 30k | 37.60 |
| 2023-09-30 | $1.1M | 34k | 33.17 |
| 2023-06-30 | $1.4M | 42k | 33.71 |
| 2023-03-31 | $1.3M | 39k | 32.15 |
| 2022-12-31 | $1.4M | 42k | 34.20 |
| 2022-09-30 | $1.1M | 37k | 30.37 |
| 2022-06-30 | $1.2M | 39k | 31.46 |
| 2022-03-31 | $1.3M | 34k | 38.33 |
| 2021-12-31 | $868k | 22k | 39.03 |
| 2021-09-30 | $776k | 21k | 37.55 |
| 2021-06-30 | $650k | 18k | 36.66 |
| 2021-03-31 | $410k | 12k | 34.06 |
| 2020-12-31 | $342k | 12k | 29.44 |
| 2020-09-30 | $251k | 10k | 24.08 |
| 2020-06-30 | $232k | 10k | 23.13 |