Financial Select Sector SPDR shares owned by BIP Wealth
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by BIP Wealth
from 13F filings
Historical chart of BIP Wealth investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by BIP Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $290k | 5.9k | 49.38 |
| 2025-09-30 | $336k | 6.2k | 53.87 |
| 2025-06-30 | $327k | 6.2k | 52.37 |
| 2025-03-31 | $373k | 7.5k | 49.81 |
| 2024-12-31 | $351k | 7.3k | 48.33 |
| 2024-09-30 | $273k | 6.0k | 45.32 |
| 2024-06-30 | $246k | 6.0k | 41.11 |
| 2024-03-31 | $252k | 6.0k | 42.12 |
| 2023-12-31 | $230k | 6.1k | 37.60 |
| 2023-09-30 | $204k | 6.2k | 33.17 |
| 2023-06-30 | $202k | 6.0k | 33.71 |
| 2023-03-31 | $231k | 7.2k | 32.19 |