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Financial Select Sector SPDR shares owned by Key Client Fiduciary Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Key Client Fiduciary Advisors from 13F filings

Historical chart of Key Client Fiduciary Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Key Client Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $509k 12k 42.12
2023-12-31 $463k 12k 37.60
2023-09-30 $4.5M 137k 33.17
2023-06-30 $4.7M 141k 33.71
2023-03-31 $4.6M 143k 32.15
2022-12-31 $408k 12k 34.20
2022-09-30 $370k 12k 30.34
2022-06-30 $441k 14k 31.47
2022-03-31 $523k 14k 38.36
2021-12-31 $488k 13k 39.07