Old Second Wealth Management »

Financial Select Sector SPDR shares owned by Old Second Wealth Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Old Second Wealth Management from 13F filings

Historical chart of Old Second Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Old Second Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by Old Second Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $61k 1.5k 42.12
2023-12-31 $103k 2.7k 37.60
2023-09-30 $71k 2.1k 33.17
2023-06-30 $86k 2.6k 33.71
2023-03-31 $82k 2.6k 32.15
2022-12-31 $71k 2.1k 34.20
2022-09-30 $65k 2.1k 30.62
2022-06-30 $84k 2.7k 31.28
2022-03-31 $103k 2.7k 38.43
2021-12-31 $96k 3.3k 28.87
2021-09-30 $106k 2.8k 37.70
2021-06-30 $109k 3.0k 36.68
2021-03-31 $101k 3.0k 33.98
2020-12-31 $98k 3.3k 29.47
2020-09-30 $83k 3.4k 24.11
2020-06-30 $25k 1.1k 23.11
2020-03-31 $29k 1.4k 21.00
2019-12-31 $9.0k 299 30.10
2019-09-30 $8.0k 299 26.76
2019-06-30 $8.0k 299 26.76
2019-03-31 $8.0k 299 26.76
2018-12-31 $438k 18k 23.84
2018-09-30 $8.0k 299 26.76
2018-06-30 $8.0k 299 26.76
2018-03-31 $11k 393 27.99
2017-12-31 $11k 393 27.99
2017-09-30 $10k 393 25.45
2017-06-30 $10k 393 25.45
2017-03-31 $19k 848 22.90
2016-12-31 $39k 1.7k 22.90
2016-09-30 $30k 1.5k 20.36
2016-06-30 $34k 1.6k 22.08
2016-03-31 $34k 1.6k 22.08
2015-12-31 $984k 41k 23.82
2015-09-30 $914k 40k 22.66
2015-06-30 $982k 40k 24.39
2015-03-31 $988k 41k 24.11
2014-12-31 $1.1M 42k 24.74
2014-09-30 $983k 42k 23.18
2014-06-30 $915k 42k 21.87
2014-03-31 $945k 42k 22.33
2013-12-31 $915k 42k 21.87
2013-09-30 $3.7M 188k 19.91
2013-06-30 $3.8M 194k 19.44