Financial Select Sector SPDR shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by BKD Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $494k | 12k | 42.12 |
2023-12-31 | $441k | 12k | 37.60 |
2023-09-30 | $419k | 13k | 33.17 |
2023-06-30 | $451k | 13k | 33.71 |
2023-03-31 | $361k | 11k | 32.15 |
2022-12-31 | $373k | 11k | 34.20 |
2022-09-30 | $331k | 11k | 30.38 |
2022-06-30 | $366k | 12k | 31.39 |
2022-03-31 | $494k | 13k | 38.34 |
2021-03-31 | $421k | 12k | 34.01 |
2020-12-31 | $302k | 10k | 29.49 |