Financial Select Sector SPDR shares owned by Ratio Wealth Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Ratio Wealth Group
from 13F filings
Historical chart of Ratio Wealth Group investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Ratio Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 54k | 42.12 |
| 2023-09-30 | $2.2M | 66k | 33.17 |
| 2023-06-30 | $2.3M | 68k | 33.71 |
| 2022-12-31 | $2.6M | 75k | 34.20 |
| 2022-09-30 | $1.7M | 57k | 30.36 |
| 2022-06-30 | $1.8M | 58k | 31.45 |
| 2022-03-31 | $572k | 15k | 38.32 |
| 2021-12-31 | $577k | 15k | 39.05 |
| 2021-09-30 | $760k | 20k | 37.53 |
| 2021-06-30 | $526k | 14k | 36.69 |
| 2021-03-31 | $478k | 14k | 34.05 |
| 2020-12-31 | $577k | 15k | 39.05 |