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Financial Select Sector SPDR shares owned by Brandywine Oak Private Wealth

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Brandywine Oak Private Wealth from 13F filings

Historical chart of Brandywine Oak Private Wealth investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Brandywine Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 74k 42.12
2023-12-31 $2.8M 74k 37.60
2023-09-30 $2.6M 78k 33.17
2023-06-30 $2.7M 80k 33.71
2023-03-31 $2.7M 83k 32.15
2022-12-31 $2.9M 84k 34.20
2022-09-30 $2.8M 91k 30.36
2022-06-30 $3.2M 103k 31.45
2022-03-31 $20M 513k 38.31
2021-12-31 $21M 529k 38.75
2021-09-30 $22M 595k 37.03
2021-06-30 $22M 589k 36.69
2021-03-31 $13M 389k 34.05
2020-12-31 $9.3M 317k 29.48
2020-09-30 $8.2M 343k 24.07
2020-06-30 $8.1M 351k 23.20
2020-03-31 $13M 634k 20.67
2019-12-31 $20M 649k 30.78
2019-09-30 $19M 662k 28.00
2019-06-30 $18M 652k 27.60
2019-03-31 $19M 728k 25.71
2018-12-31 $15M 634k 24.08