Financial Select Sector SPDR shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29k | 545 | 53.87 |
| 2025-06-30 | $29k | 545 | 52.37 |
| 2025-03-31 | $52k | 1.0k | 49.81 |
| 2024-12-31 | $51k | 1.0k | 48.33 |
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