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Consumer Staples Select Sect. SPDR shares owned by Swan Wealth Advisors

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

Historical chart of Swan Wealth 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 Swan Wealth 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 Swan Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $36M 493k 72.03
2023-09-30 $42M 608k 68.81
2023-06-30 $52M 680k 76.23
2023-03-31 $56M 739k 76.22
2022-12-31 $58M 759k 76.22
2022-09-30 $55M 825k 66.73
2022-06-30 $62M 858k 72.18
2022-03-31 $67M 885k 75.89
2021-12-31 $70M 903k 77.11
2021-09-30 $67M 968k 68.84
2021-06-30 $72M 1.0M 70.08
2021-03-31 $74M 1.1M 68.31
2020-12-31 $87M 1.3M 67.45
2020-09-30 $114M 1.8M 64.10
2020-06-30 $121M 2.1M 58.64
2020-03-31 $148M 2.7M 54.47
2019-12-31 $201M 3.2M 62.98
2019-09-30 $229M 3.7M 61.18
2019-06-30 $259M 4.5M 58.11
2019-03-31 $371M 7.0M 53.05
2018-12-31 $285M 5.6M 50.57
2018-09-30 $360M 6.7M 53.85
2018-06-30 $394M 7.6M 51.56
2018-03-31 $382M 7.3M 52.27
2017-12-31 $414M 7.3M 56.90
2017-09-30 $373M 6.9M 54.02
2017-06-30 $357M 6.5M 54.94
2017-03-31 $329M 6.0M 54.74
2016-12-31 $274M 5.3M 51.97
2016-09-30 $253M 4.8M 53.01
2016-06-30 $231M 4.3M 53.94
2016-03-31 $199M 3.7M 53.28
2015-12-31 $192M 3.8M 51.06
2015-09-30 $179M 3.8M 47.18
2015-06-30 $171M 3.6M 47.68
2015-03-31 $156M 3.2M 48.84
2014-12-31 $134M 2.7M 49.41
2014-09-30 $112M 2.5M 45.11
2014-06-30 $92M 2.1M 44.62
2014-03-31 $71M 1.7M 41.95
2013-12-31 $24M 560k 42.98

More positions owned by Swan Wealth Advisors

Spdr S&p 500 Etf Tr SPY Put Put Option
Spdr S&p 500 Etf Tr Spy (SPY)
Ishares Tr Ivv (IVV)
Select Sector Spdr Tr XLK (XLK)
Select Sector Spdr Tr XLF (XLF)
Select Sector Spdr Tr XLV (XLV)
Select Sector Spdr Tr Xly (XLY)
Listed Fd Tr Hegd (HEGD)
Select Sector Spdr Tr Xli (XLI)
Select Sector Spdr Tr XLC (XLC)
Pacer Fds Tr PSMJ (PSMJ)
Select Sector Spdr Tr XLP (XLP)
Pacer Fds Tr PSMD (PSMD)
Pacer Fds Tr Psmo (PSMO)
IShares ETF-Rus2000 Iwm (IWM)

View all positions for Swan Wealth Advisors

Top funds holding Consumer Staples Select Sect. SPDR

Bank of America Corporation
Goldman Sachs Group
Granite Bay Wealth Management
UBS Group
Jpmorgan Chase & Co
Citadel Advisors
Caisse de depot et placement du Quebec
Wells Fargo & Company
Janney Montgomery Scott
Branch Banking & Trust Company
Harel Insurance Investments & Financial Services
WestEnd Advisors
Healthcare Of Ontario Pension Plan Trust Fund
Raymond James & Associates
Brevan Howard Capital Management

View all funds holding Consumer Staples Select Sect. SPDR