Financial Select Sector SPDR shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $564k | 11k | 53.87 |
| 2025-06-30 | $505k | 9.6k | 52.37 |
| 2025-03-31 | $481k | 9.7k | 49.81 |
| 2024-12-31 | $517k | 11k | 48.33 |
| 2024-09-30 | $485k | 11k | 45.32 |
| 2024-06-30 | $533k | 13k | 41.11 |
| 2024-03-31 | $450k | 11k | 42.12 |
| 2023-12-31 | $347k | 9.2k | 37.60 |
| 2023-09-30 | $442k | 13k | 33.17 |
| 2023-06-30 | $325k | 9.7k | 33.71 |
| 2023-03-31 | $317k | 9.9k | 32.15 |
| 2022-12-31 | $355k | 10k | 34.20 |
| 2022-09-30 | $315k | 10k | 30.36 |
| 2022-06-30 | $323k | 10k | 31.43 |
| 2022-03-31 | $394k | 10k | 38.34 |
| 2021-12-31 | $433k | 11k | 39.04 |
| 2021-09-30 | $416k | 11k | 37.50 |
| 2021-06-30 | $407k | 11k | 36.69 |
| 2021-03-31 | $393k | 11k | 35.43 |
| 2020-12-31 | $411k | 14k | 29.50 |
| 2020-09-30 | $332k | 14k | 24.05 |
| 2019-12-31 | $392k | 13k | 30.79 |
| 2019-09-30 | $279k | 10k | 27.97 |
| 2019-06-30 | $242k | 8.8k | 27.63 |