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Financial Select Sector SPDR shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 401k 42.12
2023-12-31 $15M 392k 37.60
2023-09-30 $12M 375k 33.17
2023-06-30 $13M 370k 33.71
2023-03-31 $743k 23k 32.15
2022-12-31 $423k 12k 34.20
2022-03-31 $235k 6.1k 38.27
2021-12-31 $240k 6.1k 39.09
2021-09-30 $230k 6.1k 37.48
2018-03-31 $15k 545 27.52