Financial Select Sector SPDR shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 62k | 53.87 |
| 2025-06-30 | $3.1M | 60k | 52.37 |
| 2025-03-31 | $4.4M | 89k | 49.81 |
| 2024-12-31 | $5.6M | 117k | 48.33 |
| 2024-09-30 | $10M | 224k | 45.32 |
| 2024-06-30 | $9.1M | 222k | 41.11 |
| 2024-03-31 | $7.5M | 178k | 42.12 |
| 2023-12-31 | $5.3M | 141k | 37.60 |
| 2023-09-30 | $5.1M | 154k | 33.17 |
| 2023-06-30 | $6.0M | 178k | 33.71 |
| 2023-03-31 | $7.3M | 228k | 32.15 |
| 2022-12-31 | $8.8M | 259k | 34.20 |
| 2022-09-30 | $3.5M | 114k | 30.36 |
| 2022-06-30 | $5.2M | 166k | 31.45 |
| 2022-03-31 | $6.4M | 166k | 38.32 |
| 2021-12-31 | $6.8M | 174k | 39.05 |
| 2021-09-30 | $4.4M | 116k | 37.53 |
| 2021-06-30 | $3.0M | 83k | 36.69 |
| 2021-03-31 | $1.6M | 47k | 34.04 |
| 2020-12-31 | $290k | 9.8k | 29.53 |
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