Integrated Wealth Management »

Financial Select Sector SPDR shares owned by Integrated Wealth Management

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

Historical chart of Integrated 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 Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $210k 8.8k 23.76
2016-12-31 $209k 9.0k 23.27
2016-09-30 $153k 8.0k 19.24
2016-06-30 $146k 6.4k 22.81
2016-03-31 $159k 7.1k 22.55
2015-12-31 $189k 7.9k 23.79
2015-09-30 $173k 7.6k 22.66
2015-06-30 $250k 10k 24.41
2015-03-31 $178k 7.4k 24.10