Financial Select Sector SPDR shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Centric Wealth Management 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 Centric Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $364k | 9.0k | 40.36 |
2023-12-31 | $293k | 7.6k | 38.75 |
2021-09-30 | $1.4M | 37k | 37.54 |
2021-06-30 | $1.4M | 39k | 36.69 |
2021-03-31 | $2.0M | 59k | 34.05 |
2020-12-31 | $702k | 24k | 29.46 |
2020-06-30 | $278k | 12k | 23.11 |