Financial Select Sector SPDR shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 29k | 53.87 |
| 2025-06-30 | $1.4M | 26k | 52.37 |
| 2025-03-31 | $1.3M | 25k | 49.81 |
| 2024-12-31 | $1.1M | 24k | 48.34 |
| 2024-09-30 | $1.1M | 24k | 45.33 |
| 2024-06-30 | $983k | 24k | 41.13 |
| 2024-03-31 | $910k | 22k | 42.13 |
| 2023-12-31 | $791k | 21k | 37.58 |
| 2023-09-30 | $698k | 21k | 33.15 |
| 2023-06-30 | $550k | 16k | 33.73 |
| 2023-03-31 | $501k | 16k | 32.13 |
| 2022-12-31 | $422k | 12k | 34.21 |
| 2022-09-30 | $373k | 12k | 30.37 |
| 2022-06-30 | $382k | 12k | 31.48 |
| 2022-03-31 | $498k | 13k | 38.28 |
| 2021-12-31 | $561k | 14k | 39.08 |
| 2021-09-30 | $520k | 14k | 37.54 |
| 2021-06-30 | $758k | 21k | 36.69 |
| 2021-03-31 | $643k | 19k | 34.04 |
| 2020-12-31 | $674k | 23k | 29.47 |
| 2020-03-31 | $338k | 16k | 20.84 |
| 2019-12-31 | $533k | 17k | 30.79 |
| 2019-09-30 | $398k | 14k | 28.00 |
| 2019-06-30 | $223k | 8.1k | 27.65 |
| 2018-09-30 | $140k | 5.1k | 27.49 |
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