Financial Select Sector SPDR shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $725k | 16k | 45.32 |
| 2024-06-30 | $639k | 16k | 41.11 |
| 2024-03-31 | $652k | 16k | 42.12 |
| 2023-12-31 | $600k | 16k | 37.60 |
| 2023-09-30 | $533k | 16k | 33.17 |
| 2023-06-30 | $536k | 16k | 33.71 |
| 2023-03-31 | $573k | 18k | 32.15 |
| 2022-12-31 | $634k | 19k | 34.20 |
More positions owned by Worth Financial Advisory Group
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