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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All positions including Financial Select Sector SPDR held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Accurate Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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