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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