Financial Select Sector SPDR shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur 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 BigSur Wealth Management 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 BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $914k | 24k | 37.60 |
| 2023-09-30 | $1.9M | 56k | 33.17 |
| 2023-06-30 | $1.4M | 42k | 33.71 |
| 2023-03-31 | $2.4M | 75k | 32.15 |
| 2022-12-31 | $2.6M | 75k | 34.20 |
| 2022-09-30 | $2.3M | 75k | 30.37 |
| 2022-06-30 | $2.5M | 78k | 31.45 |
| 2022-03-31 | $3.0M | 78k | 38.32 |
| 2021-12-31 | $3.8M | 97k | 39.05 |
| 2021-09-30 | $3.3M | 89k | 37.53 |
| 2021-06-30 | $3.5M | 96k | 36.69 |
| 2021-03-31 | $3.3M | 96k | 34.05 |
| 2020-12-31 | $2.8M | 96k | 29.48 |
| 2020-09-30 | $2.3M | 96k | 24.07 |
| 2020-06-30 | $2.2M | 96k | 23.14 |
| 2020-03-31 | $2.1M | 101k | 20.82 |
| 2019-12-31 | $2.4M | 80k | 30.78 |
| 2019-09-30 | $2.2M | 80k | 28.00 |
| 2019-06-30 | $2.4M | 86k | 27.93 |
| 2019-03-31 | $2.9M | 112k | 25.71 |
| 2018-12-31 | $2.9M | 122k | 23.82 |
| 2018-09-30 | $3.4M | 122k | 27.58 |
| 2018-06-30 | $3.2M | 122k | 26.59 |
| 2018-03-31 | $3.4M | 122k | 27.57 |
| 2017-12-31 | $1.5M | 52k | 27.92 |
| 2017-09-30 | $1.0M | 40k | 25.85 |