Financial Select Sector SPDR shares owned by Wealth Architects
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $548k | 10k | 53.87 |
| 2025-06-30 | $532k | 10k | 52.37 |
| 2025-03-31 | $966k | 4.6k | 209.52 |
| 2024-12-31 | $468k | 9.7k | 48.33 |
| 2024-09-30 | $245k | 5.4k | 45.32 |
| 2024-06-30 | $222k | 5.4k | 41.11 |
| 2024-03-31 | $238k | 5.7k | 42.12 |
| 2023-12-31 | $213k | 5.7k | 37.60 |
| 2022-12-31 | $203k | 5.9k | 34.20 |
| 2022-03-31 | $228k | 6.0k | 38.27 |
| 2021-12-31 | $251k | 6.4k | 39.12 |
| 2021-09-30 | $250k | 6.7k | 37.53 |
| 2021-06-30 | $242k | 6.6k | 36.62 |
| 2021-03-31 | $217k | 6.4k | 34.06 |
| 2020-12-31 | $204k | 6.9k | 29.48 |
| 2019-12-31 | $219k | 7.1k | 30.79 |
| 2019-09-30 | $227k | 8.1k | 28.02 |
| 2019-06-30 | $225k | 8.1k | 27.66 |
| 2019-03-31 | $237k | 9.2k | 25.70 |
| 2018-12-31 | $219k | 9.2k | 23.82 |
| 2018-09-30 | $264k | 9.6k | 27.54 |
| 2018-06-30 | $255k | 9.6k | 26.60 |
| 2018-03-31 | $242k | 8.8k | 27.59 |
| 2017-12-31 | $249k | 8.9k | 27.96 |
| 2017-09-30 | $233k | 9.0k | 25.90 |