Financial Select Sector SPDR shares owned by Beacon Financial
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 49k | 37.60 |
| 2023-09-30 | $1.7M | 49k | 34.37 |
| 2023-06-30 | $1.7M | 50k | 33.43 |
| 2023-03-31 | $1.6M | 50k | 32.07 |
| 2022-12-31 | $1.7M | 49k | 34.41 |
| 2022-09-30 | $1.5M | 48k | 30.69 |
| 2022-06-30 | $1.6M | 50k | 32.13 |
| 2022-03-31 | $2.0M | 51k | 39.06 |
| 2021-12-31 | $2.0M | 51k | 39.53 |
| 2021-09-30 | $1.9M | 51k | 38.14 |
| 2021-06-30 | $1.8M | 50k | 35.99 |
| 2021-03-31 | $1.6M | 50k | 31.53 |
| 2020-12-31 | $1.6M | 50k | 31.53 |
| 2020-09-30 | $1.2M | 52k | 24.07 |
| 2020-06-30 | $1.2M | 53k | 22.83 |
| 2020-03-31 | $1.1M | 53k | 21.41 |
| 2019-12-31 | $1.8M | 57k | 30.78 |
| 2019-09-30 | $1.6M | 57k | 28.07 |
| 2019-06-30 | $1.6M | 58k | 27.59 |
| 2019-03-31 | $1.6M | 61k | 25.70 |
| 2018-12-31 | $1.8M | 74k | 23.59 |