Financial Select Sector SPDR shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $486k | 9.1k | 53.24 |
| 2025-06-30 | $461k | 8.7k | 52.71 |
| 2025-03-31 | $441k | 9.5k | 46.67 |
| 2024-12-31 | $6.4M | 136k | 47.32 |
| 2024-09-30 | $6.4M | 137k | 46.90 |
| 2024-06-30 | $495k | 12k | 43.00 |
| 2024-03-31 | $6.1M | 150k | 40.38 |
| 2023-12-31 | $5.5M | 147k | 37.67 |
| 2022-12-31 | $63k | 1.8k | 35.45 |
| 2021-09-30 | $1.4M | 36k | 37.59 |
| 2021-06-30 | $5.7M | 154k | 36.69 |
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