Financial Select Sector SPDR shares owned by Legacy Wealth Asset Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Legacy Wealth Asset Management
from 13F filings
Historical chart of Legacy Wealth Asset Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Legacy Wealth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $488k | 12k | 42.12 |
| 2023-12-31 | $436k | 12k | 37.60 |
| 2023-09-30 | $384k | 12k | 33.17 |
| 2023-06-30 | $391k | 12k | 33.71 |
| 2023-03-31 | $373k | 12k | 32.15 |
| 2022-12-31 | $396k | 12k | 34.20 |
| 2022-09-30 | $352k | 12k | 30.37 |
| 2022-06-30 | $365k | 12k | 31.49 |
| 2022-03-31 | $444k | 12k | 38.31 |
| 2021-12-31 | $453k | 12k | 39.09 |
| 2021-09-30 | $435k | 12k | 37.53 |
More positions owned by Legacy Wealth Asset Management
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