Financial Select Sector SPDR shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $661k | 20k | 33.71 |
| 2023-03-31 | $630k | 20k | 32.15 |
| 2022-12-31 | $567k | 17k | 34.22 |
| 2022-09-30 | $448k | 15k | 30.39 |
| 2022-06-30 | $464k | 15k | 31.48 |
| 2022-03-31 | $565k | 15k | 38.33 |
| 2021-12-31 | $576k | 15k | 39.08 |
| 2021-09-30 | $553k | 15k | 37.52 |
| 2021-06-30 | $788k | 22k | 36.67 |
| 2021-03-31 | $732k | 22k | 34.06 |
| 2020-12-31 | $497k | 17k | 29.51 |
| 2020-09-30 | $275k | 11k | 24.06 |
| 2020-06-30 | $264k | 11k | 23.10 |