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Financial Select Sector SPDR shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $508k 9.4k 53.87
2025-06-30 $480k 9.2k 52.37
2024-06-30 $2.1k 50 41.12
2024-03-31 $2.1k 50 42.12
2023-12-31 $1.9k 50 37.60
2023-09-30 $3.9k 117 33.17
2023-06-30 $12k 360 33.71
2019-12-31 $230k 7.5k 30.81
2019-09-30 $205k 7.5k 27.46
2019-06-30 $207k 7.5k 27.65
2019-03-31 $359k 14k 25.72