Financial Select Sector SPDR shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $613k | 15k | 42.12 |
| 2022-03-31 | $1.1M | 28k | 38.33 |
| 2021-12-31 | $1.1M | 28k | 39.05 |
| 2021-09-30 | $982k | 26k | 37.52 |
| 2021-06-30 | $912k | 25k | 36.70 |
| 2021-03-31 | $772k | 23k | 34.03 |
| 2020-12-31 | $698k | 24k | 29.47 |
| 2020-09-30 | $565k | 24k | 23.86 |
| 2020-06-30 | $554k | 24k | 23.12 |
| 2020-03-31 | $262k | 12k | 22.48 |