Financial Select Sector SPDR shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $768k | 17k | 45.32 |
| 2024-06-30 | $1.0M | 26k | 41.11 |
| 2024-03-31 | $696k | 17k | 42.12 |
| 2023-12-31 | $774k | 21k | 37.60 |
| 2023-09-30 | $718k | 22k | 33.17 |
| 2023-06-30 | $685k | 20k | 33.71 |
| 2023-03-31 | $843k | 26k | 32.15 |
| 2022-12-31 | $678k | 20k | 34.20 |
| 2022-09-30 | $843k | 28k | 30.36 |