Financial Select Sector SPDR shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.5M | 201k | 42.12 |
| 2023-12-31 | $7.9M | 210k | 37.60 |
| 2023-09-30 | $7.6M | 228k | 33.17 |
| 2023-06-30 | $6.9M | 203k | 33.71 |
| 2023-03-31 | $7.2M | 224k | 32.15 |
| 2022-12-31 | $15M | 430k | 34.20 |
| 2022-09-30 | $9.6M | 316k | 30.36 |
| 2022-06-30 | $6.7M | 215k | 31.45 |
| 2022-03-31 | $10M | 263k | 38.32 |
| 2021-12-31 | $11M | 292k | 39.05 |
| 2021-09-30 | $9.3M | 248k | 37.53 |
| 2021-03-31 | $9.4M | 276k | 34.05 |
| 2020-09-30 | $3.1M | 128k | 24.07 |
| 2020-06-30 | $2.4M | 104k | 23.14 |
| 2020-03-31 | $2.4M | 117k | 20.81 |
| 2019-12-31 | $3.9M | 127k | 30.77 |
| 2019-09-30 | $3.6M | 127k | 27.99 |
| 2019-06-30 | $3.7M | 136k | 27.59 |
| 2019-03-31 | $2.9M | 115k | 25.71 |
| 2018-12-31 | $3.0M | 127k | 23.82 |
| 2018-09-30 | $1.8M | 65k | 27.58 |
| 2018-06-30 | $1.3M | 51k | 26.59 |
| 2018-03-31 | $2.4M | 89k | 27.56 |
| 2017-12-31 | $3.8M | 137k | 27.90 |
| 2017-09-30 | $2.3M | 88k | 25.85 |
| 2017-06-30 | $2.3M | 92k | 24.66 |
| 2017-03-31 | $393k | 17k | 23.71 |
| 2016-12-31 | $160k | 6.9k | 23.18 |
More positions owned by Steward Partners Investment Advisory
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View all positions for Steward Partners Investment Advisory