Financial Select Sector SPDR shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Kmg Fiduciary Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Kmg Fiduciary Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $582k | 14k | 42.12 |
2023-12-31 | $545k | 15k | 37.60 |
2023-09-30 | $487k | 15k | 33.17 |
2023-06-30 | $520k | 15k | 33.71 |
2023-03-31 | $530k | 17k | 32.15 |
2022-12-31 | $680k | 20k | 34.20 |
2022-09-30 | $632k | 21k | 30.38 |
2022-06-30 | $737k | 23k | 31.46 |
2022-03-31 | $914k | 24k | 38.33 |
2021-12-31 | $938k | 24k | 39.03 |
2021-09-30 | $939k | 25k | 37.54 |
2021-06-30 | $866k | 24k | 36.68 |
2021-03-31 | $677k | 20k | 34.05 |
2020-12-31 | $475k | 16k | 29.20 |
2020-09-30 | $358k | 15k | 24.05 |
2020-06-30 | $334k | 14k | 23.16 |
2020-03-31 | $309k | 15k | 20.80 |
2019-12-31 | $474k | 15k | 30.77 |
2019-09-30 | $470k | 17k | 27.99 |
2019-06-30 | $1.2M | 44k | 27.60 |
2019-03-31 | $1.1M | 41k | 25.72 |
2018-12-31 | $866k | 36k | 23.81 |