Ownership history in WP Advisors, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which WP Advisors, LLC reported a position in Financial Select Sector SPDR (XLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 57,930 | +54 | +0.1% | 0.79% | $3.2M | $54.49 |
| 2025 Q3 | ADDED | 57,876 | +181 | +0.3% | 0.79% | $3.1M | $53.41 |
| 2025 Q2 | ADDED | 57,695 | +1,879 | +3.4% | 0.83% | $3.0M | $51.75 |
| 2025 Q1 | ADDED | 55,816 | +167 | +0.3% | 0.93% | $2.8M | $49.05 |
| 2024 Q4 | REDUCED | 55,649 | -83 | -0.1% | 0.90% | $2.7M | $47.42 |
| 2024 Q3 | REDUCED | 55,732 | -17,030 | -23.4% | 0.92% | $2.5M | $44.28 |
| 2024 Q2 | REDUCED | 72,762 | -906 | -1.2% | 0.96% | $3.0M | $40.02 |
| 2024 Q1 | REDUCED | 73,668 | -75 | -0.1% | 1.02% | $3.1M | $40.84 |
| 2023 Q4 | ADDED | 73,743 | +345 | +0.5% | 1.03% | $2.8M | $36.32 |
| 2023 Q3 | ADDED | 73,398 | +321 | +0.4% | 1.01% | $2.4M | $31.89 |
As of 2025 Q4 — sorted by position size