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Financial Select Sector SPDR shares owned by Lucia Wealth Services

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

Historical chart of Lucia Wealth Services investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Lucia Wealth Services

Quarter filed Position value Share count Share price at filing
2020-09-30 $205k 8.5k 24.12
2020-06-30 $180k 7.8k 23.08
2020-03-31 $162k 7.8k 20.77
2019-12-31 $200k 6.5k 30.77
2019-09-30 $112k 4.0k 28.00
2019-06-30 $110k 4.0k 27.50
2019-03-31 $103k 4.0k 25.75
2018-12-31 $71k 3.0k 23.67
2018-09-30 $115k 4.2k 27.59
2018-06-30 $111k 4.2k 26.63
2018-03-31 $85k 3.1k 27.42