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
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by ValMark Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |