Belpointe Asset Management »

Financial Select Sector SPDR shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset 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 Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 46k 41.11
2024-03-31 $3.8M 91k 42.12
2023-09-30 $525k 16k 33.17
2023-06-30 $1.8M 54k 33.71
2023-03-31 $2.2M 68k 32.15
2022-12-31 $2.4M 71k 34.20
2022-09-30 $2.2M 73k 30.36
2022-06-30 $2.5M 80k 31.45
2022-03-31 $7.2M 188k 38.32
2021-12-31 $4.5M 115k 39.05
2021-09-30 $3.1M 83k 37.54
2021-06-30 $2.9M 80k 36.69
2021-03-31 $2.4M 71k 34.06
2020-12-31 $1.3M 45k 29.49
2020-09-30 $849k 41k 20.83
2020-06-30 $1.2M 51k 23.16
2020-03-31 $849k 41k 20.83
2019-12-31 $1.8M 59k 30.78
2019-09-30 $1.4M 49k 27.99
2019-06-30 $971k 35k 27.60
2018-12-31 $723k 30k 23.81
2018-09-30 $1.4M 51k 27.57
2018-06-30 $1.2M 44k 26.58
2018-03-31 $1.1M 38k 27.58
2017-12-31 $1.2M 41k 27.90
2017-09-30 $835k 32k 25.85