Financial Select Sector SPDR shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $25M | 452k | 54.77 |
| 2025-09-30 | $1.3M | 25k | 53.87 |
| 2025-06-30 | $1.3M | 25k | 52.37 |
| 2025-03-31 | $2.2M | 44k | 49.81 |
| 2024-12-31 | $2.0M | 42k | 48.33 |
| 2024-09-30 | $735k | 16k | 45.32 |
| 2024-06-30 | $643k | 16k | 41.11 |
| 2024-03-31 | $653k | 16k | 42.12 |
| 2023-12-31 | $680k | 18k | 37.60 |
| 2023-06-30 | $292k | 8.6k | 33.71 |
| 2023-03-31 | $335k | 10k | 32.15 |
| 2022-12-31 | $1.2M | 36k | 34.20 |
| 2022-09-30 | $489k | 16k | 30.34 |
| 2022-06-30 | $540k | 17k | 31.45 |
| 2022-03-31 | $399k | 10k | 38.34 |
| 2021-12-31 | $483k | 12k | 39.03 |