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Financial Select Sector SPDR shares owned by Eagle Ridge Investment Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Eagle Ridge Investment Management from 13F filings

Historical chart of Eagle Ridge Investment 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 Eagle Ridge Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Eagle Ridge Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $278k 6.6k 42.12
2023-12-31 $248k 6.6k 37.60
2023-09-30 $219k 6.6k 33.17
2023-06-30 $222k 6.6k 33.71
2023-03-31 $212k 6.6k 32.15
2022-12-31 $226k 6.6k 34.20
2022-09-30 $200k 6.6k 30.32
2022-06-30 $207k 6.6k 31.38
2022-03-31 $253k 6.6k 38.35
2021-12-31 $258k 6.6k 39.11
2021-09-30 $248k 6.6k 37.59
2021-06-30 $242k 6.6k 36.68
2021-03-31 $225k 6.6k 34.11
2019-12-31 $203k 6.6k 30.77