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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

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR