Financial Select Sector SPDR shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $506k | 14k | 37.60 |
| 2023-09-30 | $475k | 14k | 33.17 |
| 2023-06-30 | $531k | 16k | 33.71 |
| 2023-03-31 | $515k | 16k | 31.43 |
| 2022-12-31 | $511k | 15k | 34.18 |
| 2022-09-30 | $613k | 20k | 30.46 |
| 2022-06-30 | $631k | 20k | 31.50 |
| 2022-03-31 | $797k | 21k | 38.38 |
| 2021-12-31 | $808k | 21k | 39.05 |
| 2021-09-30 | $581k | 15k | 37.63 |
| 2021-06-30 | $363k | 9.9k | 36.67 |
| 2021-03-31 | $336k | 9.9k | 34.06 |
| 2020-12-31 | $290k | 9.8k | 29.51 |
| 2020-09-30 | $258k | 11k | 23.94 |
| 2020-06-30 | $339k | 15k | 23.12 |
| 2020-03-31 | $408k | 20k | 20.74 |
| 2019-12-31 | $687k | 22k | 30.77 |