Financial Select Sector SPDR shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $457k | 12k | 37.60 |
| 2023-09-30 | $401k | 12k | 33.17 |
| 2023-06-30 | $320k | 9.5k | 33.71 |
| 2023-03-31 | $494k | 15k | 32.15 |
| 2022-12-31 | $520k | 15k | 34.22 |
| 2022-09-30 | $459k | 15k | 30.37 |
| 2022-06-30 | $464k | 15k | 31.46 |
| 2022-03-31 | $563k | 15k | 38.34 |
| 2021-12-31 | $571k | 15k | 39.02 |
| 2021-09-30 | $547k | 15k | 37.53 |
| 2021-06-30 | $532k | 15k | 36.67 |
| 2021-03-31 | $493k | 15k | 34.05 |
| 2020-12-31 | $437k | 15k | 29.47 |
| 2020-09-30 | $355k | 15k | 24.04 |
| 2020-06-30 | $199k | 8.6k | 23.13 |
| 2020-03-31 | $128k | 6.2k | 20.78 |
| 2019-12-31 | $177k | 5.8k | 30.75 |
| 2019-09-30 | $59k | 2.1k | 27.84 |
| 2019-06-30 | $62k | 2.2k | 27.89 |
| 2019-03-31 | $61k | 2.2k | 27.45 |
| 2018-12-31 | $58k | 2.2k | 26.10 |
| 2018-09-30 | $60k | 2.2k | 27.01 |
| 2018-06-30 | $60k | 2.2k | 27.12 |
| 2018-03-31 | $66k | 2.4k | 27.88 |
| 2017-12-31 | $66k | 2.2k | 29.97 |
| 2017-09-30 | $58k | 2.2k | 26.34 |
| 2017-06-30 | $55k | 2.2k | 24.98 |
| 2017-03-31 | $51k | 2.2k | 23.16 |
| 2016-12-31 | $52k | 2.2k | 23.61 |
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