Financial Select Sector SPDR shares owned by Altium Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Altium Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $571k | 18k | 31.44 |
| 2022-03-31 | $931k | 24k | 38.31 |
| 2021-12-31 | $1000k | 26k | 39.06 |
| 2021-09-30 | $956k | 26k | 37.54 |
| 2021-06-30 | $972k | 27k | 36.69 |
| 2021-03-31 | $902k | 27k | 34.05 |
| 2020-12-31 | $414k | 14k | 29.51 |
| 2020-09-30 | $327k | 14k | 24.05 |
| 2020-06-30 | $319k | 14k | 23.16 |
| 2020-03-31 | $300k | 14k | 20.81 |
| 2019-12-31 | $1.7M | 55k | 30.79 |
| 2019-09-30 | $1.6M | 56k | 28.00 |
| 2019-06-30 | $1.5M | 56k | 27.59 |
| 2019-03-31 | $2.8M | 108k | 25.71 |
| 2018-12-31 | $2.8M | 116k | 23.82 |
| 2018-09-30 | $683k | 25k | 27.58 |
| 2018-06-30 | $269k | 10k | 26.61 |
| 2018-03-31 | $281k | 10k | 27.64 |
| 2017-12-31 | $283k | 10k | 27.82 |