Financial Select Sector SPDR shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 31k | 45.32 |
| 2024-06-30 | $1.0M | 25k | 41.11 |
| 2024-03-31 | $897k | 21k | 42.12 |
| 2023-12-31 | $299k | 7.9k | 37.60 |
| 2023-09-30 | $263k | 7.9k | 33.17 |
| 2023-06-30 | $273k | 8.1k | 33.71 |
| 2023-03-31 | $287k | 8.9k | 32.15 |
| 2022-12-31 | $391k | 11k | 34.20 |
| 2022-09-30 | $351k | 12k | 30.37 |
| 2022-06-30 | $371k | 12k | 31.49 |
| 2022-03-31 | $1.6M | 43k | 38.33 |
| 2021-12-31 | $1.5M | 39k | 39.04 |
| 2021-09-30 | $1.3M | 34k | 37.54 |
| 2021-06-30 | $1.1M | 29k | 36.68 |
| 2021-03-31 | $1.1M | 31k | 34.03 |
More positions owned by Aurum Wealth Management Group
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