Accurate Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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