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Consumer Staples Select Sect. SPDR shares owned by Source Financial Advisors

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Source Financial Advisors from 13F filings

Historical chart of Source Financial Advisors investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. SPDR held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $302k 4.2k 72.03
2023-09-30 $496k 7.2k 68.81
2023-06-30 $1.9M 25k 74.17
2023-03-31 $2.0M 26k 74.71
2022-12-31 $2.8M 38k 74.55
2022-09-30 $2.5M 38k 66.73
2022-06-30 $2.4M 34k 72.19
2022-03-31 $2.7M 36k 75.89
2021-12-31 $3.0M 39k 77.12
2021-09-30 $2.5M 37k 68.85
2021-06-30 $2.5M 36k 69.96
2021-03-31 $1.6M 24k 68.32
2020-12-31 $1.5M 22k 67.46