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Financial Select Sector SPDR shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $521k 14k 37.60
2023-09-30 $465k 14k 33.17
2023-06-30 $427k 13k 33.71
2023-03-31 $335k 10k 32.15
2022-12-31 $336k 9.8k 34.20
2022-09-30 $292k 9.6k 30.33
2022-06-30 $272k 8.6k 31.49
2022-03-31 $376k 9.8k 38.32
2021-12-31 $413k 10k 40.06
2021-09-30 $381k 9.5k 40.03
2021-06-30 $367k 9.5k 38.56
2021-03-31 $369k 9.9k 37.19
2020-12-31 $280k 9.0k 31.17
2020-09-30 $249k 10k 23.86
2020-06-30 $311k 12k 25.09
2020-03-31 $216k 10k 20.78
2019-12-31 $322k 10k 30.98
2019-09-30 $285k 10k 27.98
2019-06-30 $282k 10k 27.64
2019-03-31 $240k 9.3k 25.69
2018-12-31 $250k 11k 23.81
2018-09-30 $303k 11k 27.60
2018-06-30 $261k 9.8k 26.62
2014-12-31 $22k 876 25.11
2014-09-30 $20k 876 22.83
2014-06-30 $15k 638 23.51
2013-12-31 $33k 1.5k 22.04
2013-09-30 $46k 2.3k 20.07