Financial Select Sector SPDR shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 139k | 53.87 |
| 2025-06-30 | $8.0M | 154k | 52.37 |
| 2025-03-31 | $16M | 330k | 49.81 |
| 2024-12-31 | $19M | 385k | 48.33 |
| 2024-09-30 | $18M | 391k | 45.32 |
| 2024-06-30 | $17M | 404k | 41.11 |
| 2024-03-31 | $17M | 403k | 42.12 |
| 2023-12-31 | $19M | 500k | 37.60 |
| 2023-09-30 | $19M | 574k | 33.81 |
| 2023-06-30 | $18M | 537k | 33.71 |
| 2023-03-31 | $13M | 399k | 32.15 |
| 2022-12-31 | $13M | 370k | 34.20 |
| 2022-09-30 | $11M | 373k | 30.36 |
| 2022-06-30 | $14M | 401k | 34.91 |