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Financial Select Sector SPDR shares owned by Waldron

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

Historical chart of Waldron investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $692k 18k 37.58
2023-09-30 $1.1M 32k 33.17
2023-06-30 $1.1M 33k 33.69
2023-03-31 $1.7M 53k 32.13
2022-12-31 $2.0M 67k 30.35
2022-09-30 $2.0M 67k 30.35
2022-06-30 $2.2M 69k 31.44
2022-03-31 $2.6M 69k 38.32
2021-12-31 $1.7M 43k 39.05
2021-09-30 $2.4M 63k 37.52
2021-06-30 $3.3M 91k 36.68
2021-03-31 $3.1M 91k 34.04
2020-12-31 $2.7M 91k 29.47
2020-09-30 $2.2M 92k 24.07
2020-06-30 $2.2M 95k 23.14
2020-03-31 $1.8M 86k 20.81
2019-12-31 $519k 17k 30.72
2019-09-30 $472k 17k 27.94
2019-06-30 $565k 21k 27.60
2019-03-31 $526k 21k 25.69
2018-12-31 $487k 21k 23.79
2016-03-31 $349k 15k 23.83
2015-12-31 $349k 15k 23.83