Financial Select Sector SPDR shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $208k | 4.2k | 49.37 |
| 2023-03-31 | $204k | 6.3k | 32.15 |
| 2022-12-31 | $412k | 12k | 34.20 |
| 2022-09-30 | $3.1M | 95k | 32.18 |
| 2022-06-30 | $2.7M | 85k | 31.44 |
| 2020-12-31 | $2.2M | 76k | 29.47 |
| 2020-09-30 | $1.7M | 72k | 24.06 |
| 2020-06-30 | $1.5M | 64k | 23.14 |
| 2020-03-31 | $1.2M | 58k | 20.80 |
| 2019-12-31 | $1.6M | 53k | 30.77 |
| 2019-09-30 | $1.5M | 54k | 27.99 |
| 2019-06-30 | $1.5M | 56k | 27.60 |
| 2019-03-31 | $1.4M | 55k | 25.71 |
| 2018-12-31 | $1.1M | 48k | 23.82 |