Financial Select Sector SPDR shares owned by Appleton Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton 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 Appleton Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $932k | 25k | 37.58 |
| 2023-09-30 | $854k | 26k | 33.18 |
| 2023-06-30 | $885k | 26k | 33.73 |
| 2023-03-31 | $942k | 29k | 32.14 |
| 2022-12-31 | $976k | 29k | 34.21 |
| 2022-09-30 | $741k | 24k | 30.38 |
| 2022-06-30 | $722k | 23k | 31.46 |
| 2022-03-31 | $392k | 10k | 38.33 |
| 2021-12-31 | $367k | 9.4k | 39.02 |
| 2021-09-30 | $304k | 8.1k | 37.52 |
| 2021-06-30 | $253k | 6.9k | 36.66 |
| 2021-03-31 | $224k | 6.6k | 34.06 |
| 2019-12-31 | $232k | 7.6k | 30.72 |
| 2019-09-30 | $213k | 7.6k | 27.94 |
| 2019-06-30 | $255k | 9.2k | 27.59 |