Financial Select Sector SPDR shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $152k | 3.1k | 48.33 |
| 2024-09-30 | $142k | 3.1k | 45.32 |
| 2024-06-30 | $129k | 3.1k | 41.11 |
| 2024-03-31 | $132k | 3.1k | 42.12 |
| 2023-12-31 | $204k | 5.4k | 37.60 |
| 2023-09-30 | $243k | 7.3k | 33.17 |
| 2023-06-30 | $267k | 7.9k | 33.71 |
| 2023-03-31 | $173k | 5.4k | 32.15 |
| 2022-12-31 | $236 | 6.7k | 0.04 |
| 2022-09-30 | $253k | 8.3k | 30.39 |
| 2022-06-30 | $280k | 9.0k | 31.11 |
| 2022-03-31 | $348k | 9.1k | 38.37 |
| 2021-12-31 | $81k | 2.1k | 38.90 |
| 2020-06-30 | $40k | 1.6k | 25.00 |
| 2020-03-31 | $52k | 2.5k | 20.80 |
| 2019-12-31 | $237k | 7.7k | 30.78 |
| 2019-09-30 | $87k | 3.1k | 28.06 |
| 2019-06-30 | $90k | 3.3k | 27.69 |
| 2019-03-31 | $84k | 3.3k | 25.85 |
| 2018-12-31 | $77k | 3.3k | 23.69 |
| 2018-09-30 | $92k | 3.3k | 27.71 |
| 2018-06-30 | $84k | 3.2k | 26.50 |
| 2018-03-31 | $225k | 8.2k | 27.54 |
| 2017-12-31 | $94k | 3.4k | 27.89 |
| 2017-09-30 | $87k | 3.4k | 25.82 |
| 2017-06-30 | $206k | 8.4k | 24.61 |
| 2017-03-31 | $80k | 3.4k | 23.74 |
| 2016-12-31 | $77k | 3.3k | 23.33 |
| 2016-09-30 | $64k | 3.3k | 19.39 |
| 2016-06-30 | $76k | 3.3k | 23.03 |
| 2016-03-31 | $74k | 3.3k | 22.42 |
| 2015-12-31 | $79k | 3.3k | 23.94 |
| 2015-09-30 | $75k | 3.3k | 22.73 |
| 2015-06-30 | $80k | 3.3k | 24.24 |
| 2015-03-31 | $79k | 3.3k | 23.94 |
| 2014-12-31 | $81k | 3.3k | 24.55 |
| 2014-09-30 | $76k | 3.3k | 23.03 |
| 2014-06-30 | $66k | 2.9k | 22.76 |
| 2014-03-31 | $65k | 2.9k | 22.41 |
| 2013-12-31 | $52k | 2.4k | 21.67 |
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