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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

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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
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