Financial Select Sector SPDR shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $891k | 20k | 45.32 |
| 2024-06-30 | $984k | 24k | 41.11 |
| 2024-03-31 | $400k | 9.5k | 42.12 |
| 2023-09-30 | $202k | 6.1k | 33.17 |
| 2023-06-30 | $303k | 9.0k | 33.71 |
| 2023-03-31 | $267k | 8.3k | 32.15 |
| 2022-12-31 | $332k | 9.7k | 34.20 |
| 2022-09-30 | $216k | 7.1k | 30.35 |
| 2022-06-30 | $393k | 13k | 31.47 |
| 2022-03-31 | $385k | 10k | 38.29 |
| 2021-12-31 | $396k | 10k | 39.02 |
| 2021-06-30 | $284k | 7.7k | 36.68 |
| 2021-03-31 | $211k | 6.2k | 34.06 |
| 2020-09-30 | $237k | 9.9k | 24.02 |
| 2020-06-30 | $468k | 20k | 23.16 |
| 2020-03-31 | $412k | 20k | 20.83 |
| 2019-12-31 | $628k | 20k | 30.77 |
| 2019-09-30 | $553k | 20k | 28.00 |
| 2019-06-30 | $538k | 20k | 27.58 |
| 2019-03-31 | $571k | 22k | 25.73 |
| 2018-12-31 | $614k | 26k | 23.83 |
| 2018-09-30 | $940k | 34k | 27.59 |
| 2018-06-30 | $1.0M | 38k | 26.60 |
| 2018-03-31 | $1.0M | 38k | 27.58 |
| 2017-12-31 | $974k | 35k | 27.92 |
| 2017-09-30 | $844k | 33k | 25.86 |
| 2017-06-30 | $821k | 33k | 24.67 |
| 2017-03-31 | $750k | 33k | 23.01 |
| 2016-12-31 | $477k | 21k | 23.23 |
| 2016-09-30 | $326k | 17k | 19.72 |
| 2016-06-30 | $313k | 14k | 22.85 |
| 2015-03-31 | $347k | 14k | 24.43 |
| 2014-12-31 | $373k | 16k | 24.13 |
| 2014-09-30 | $379k | 16k | 23.15 |
| 2014-06-30 | $371k | 16k | 22.82 |
| 2014-03-31 | $316k | 15k | 21.84 |
| 2013-12-31 | $312k | 14k | 21.97 |
| 2013-09-30 | $305k | 15k | 20.49 |
| 2013-06-30 | $304k | 15k | 20.46 |
| 2013-03-31 | $277k | 15k | 18.71 |