Financial Select Sector SPDR shares owned by Wharton Business Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Wharton Business Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $20M | 520k | 37.60 |
| 2023-09-30 | $14M | 425k | 33.17 |
| 2023-06-30 | $5.5M | 163k | 33.71 |
| 2023-03-31 | $5.2M | 162k | 32.14 |
| 2022-12-31 | $9.4M | 275k | 34.20 |
| 2022-09-30 | $4.9M | 162k | 30.35 |
| 2022-06-30 | $5.1M | 162k | 31.45 |
| 2022-03-31 | $6.4M | 164k | 39.05 |
| 2021-12-31 | $6.4M | 164k | 39.05 |
| 2021-09-30 | $5.4M | 144k | 37.53 |
| 2021-06-30 | $3.8M | 104k | 36.69 |
| 2021-03-31 | $3.1M | 91k | 34.05 |
| 2020-12-31 | $1.9M | 65k | 29.48 |
| 2020-09-30 | $1.6M | 66k | 24.07 |
| 2020-06-30 | $1.5M | 65k | 23.14 |
| 2020-03-31 | $1.2M | 56k | 20.82 |
| 2019-12-31 | $1.8M | 59k | 30.78 |
| 2019-09-30 | $1.7M | 61k | 28.01 |
| 2019-06-30 | $1.5M | 56k | 27.61 |
| 2019-03-31 | $1.4M | 54k | 25.72 |
| 2018-12-31 | $1.2M | 50k | 23.81 |
| 2018-09-30 | $1.4M | 51k | 27.58 |
| 2018-06-30 | $1.4M | 52k | 26.58 |
| 2018-03-31 | $1.4M | 51k | 27.58 |
| 2017-12-31 | $1.4M | 49k | 27.90 |
| 2017-09-30 | $1.3M | 50k | 25.86 |
| 2017-06-30 | $1.1M | 46k | 24.68 |
| 2017-03-31 | $936k | 40k | 23.73 |
| 2016-12-31 | $1.1M | 47k | 23.26 |
| 2016-09-30 | $978k | 51k | 19.31 |
| 2016-06-30 | $1.9M | 82k | 22.85 |
| 2016-03-31 | $1.4M | 62k | 22.51 |
| 2015-12-31 | $1.7M | 70k | 23.83 |
| 2015-09-30 | $1.6M | 71k | 22.65 |
| 2015-06-30 | $1.6M | 68k | 24.39 |
| 2015-03-31 | $1.6M | 67k | 24.11 |
| 2014-12-31 | $1.4M | 56k | 24.74 |
| 2014-09-30 | $1.3M | 55k | 23.17 |
| 2014-06-30 | $1.0M | 45k | 22.74 |
| 2014-03-31 | $1.3M | 58k | 22.35 |
| 2013-12-31 | $1.1M | 49k | 21.87 |
| 2013-09-30 | $1.3M | 67k | 19.91 |
| 2013-06-30 | $1.3M | 67k | 19.44 |