Financial Select Sector SPDR shares owned by Bogart Wealth
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Bogart Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $115k | 2.7k | 42.12 |
2023-12-31 | $193k | 5.1k | 37.60 |
2023-09-30 | $79k | 2.4k | 33.17 |
2023-06-30 | $71k | 2.1k | 33.71 |
2023-03-31 | $68k | 2.1k | 32.15 |
2022-12-31 | $72k | 2.1k | 34.21 |
2022-09-30 | $77k | 2.5k | 30.21 |
2022-06-30 | $1.1M | 35k | 31.45 |
2022-03-31 | $2.9M | 74k | 38.33 |
2021-12-31 | $2.9M | 73k | 39.05 |
2021-09-30 | $1.1M | 30k | 37.53 |
2021-06-30 | $71k | 1.9k | 36.60 |
2021-03-31 | $66k | 1.9k | 34.02 |
2020-12-31 | $57k | 1.9k | 29.38 |
2020-09-30 | $46k | 1.9k | 23.71 |
2020-06-30 | $45k | 1.9k | 23.20 |
2020-03-31 | $40k | 1.9k | 20.62 |
2019-12-31 | $60k | 1.9k | 30.93 |
2019-09-30 | $2.0k | 67 | 29.85 |
2019-06-30 | $27k | 997 | 27.08 |
2019-03-31 | $25k | 997 | 25.08 |
2018-12-31 | $23k | 997 | 23.07 |
2018-09-30 | $33k | 1.2k | 27.78 |
2018-06-30 | $34k | 1.3k | 26.58 |
2018-03-31 | $1.5M | 53k | 27.83 |
2017-12-31 | $1.4M | 49k | 27.90 |
2017-09-30 | $1.0M | 40k | 26.26 |
2017-06-30 | $617k | 25k | 24.66 |
2017-03-31 | $996k | 42k | 23.72 |
2016-12-31 | $938k | 40k | 23.24 |