Financial Select Sector SPDR shares owned by Calton & Associates
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $972k | 23k | 42.12 |
| 2023-12-31 | $799k | 21k | 37.60 |
| 2023-09-30 | $236k | 7.1k | 33.17 |
| 2023-06-30 | $652k | 19k | 33.71 |
| 2023-03-31 | $667k | 21k | 32.15 |
| 2022-12-31 | $705k | 21k | 34.20 |
| 2022-09-30 | $504k | 17k | 30.31 |
| 2022-06-30 | $529k | 17k | 31.41 |
| 2022-03-31 | $708k | 19k | 38.29 |
| 2021-12-31 | $1.7M | 43k | 39.04 |
| 2021-09-30 | $725k | 19k | 37.51 |
| 2021-06-30 | $858k | 23k | 36.71 |
| 2021-03-31 | $808k | 24k | 34.06 |
| 2020-12-31 | $818k | 28k | 29.48 |
| 2020-09-30 | $654k | 27k | 24.06 |
| 2020-06-30 | $656k | 28k | 23.16 |
| 2020-03-31 | $810k | 39k | 20.82 |
| 2019-12-31 | $1.2M | 41k | 30.79 |
| 2019-09-30 | $1.1M | 39k | 28.01 |
| 2019-06-30 | $1.2M | 42k | 27.61 |
| 2019-03-31 | $964k | 38k | 25.72 |
| 2018-12-31 | $1.0M | 42k | 23.83 |
| 2018-09-30 | $1.2M | 44k | 27.59 |
| 2018-06-30 | $1.3M | 46k | 28.47 |
| 2018-03-31 | $1.1M | 40k | 27.57 |
| 2017-12-31 | $989k | 33k | 29.79 |