Financial Select Sector SPDR shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Capital Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 83k | 53.87 |
| 2025-06-30 | $6.1M | 116k | 52.37 |
| 2025-03-31 | $5.5M | 110k | 49.81 |
| 2024-12-31 | $3.0M | 63k | 48.33 |
| 2024-03-31 | $1.4M | 34k | 42.12 |
| 2023-06-30 | $1.4M | 42k | 33.71 |
| 2023-03-31 | $2.2M | 69k | 32.15 |
| 2022-06-30 | $1.0M | 33k | 31.44 |
| 2022-03-31 | $1.2M | 32k | 38.32 |
| 2020-03-31 | $2.5M | 122k | 20.82 |
| 2019-12-31 | $2.2M | 73k | 30.78 |
| 2019-09-30 | $2.0M | 71k | 28.49 |
| 2019-06-30 | $297k | 11k | 27.62 |
| 2016-12-31 | $442k | 19k | 23.26 |
| 2016-09-30 | $471k | 24k | 19.30 |
| 2016-06-30 | $555k | 24k | 22.75 |
| 2016-03-31 | $558k | 25k | 22.50 |
| 2015-12-31 | $591k | 25k | 23.83 |
| 2015-09-30 | $562k | 25k | 22.66 |
| 2015-06-30 | $605k | 25k | 24.40 |
| 2015-03-31 | $598k | 25k | 24.11 |
| 2014-12-31 | $618k | 25k | 24.72 |
| 2014-09-30 | $584k | 25k | 23.17 |
| 2014-06-30 | $614k | 27k | 22.74 |
| 2014-03-31 | $623k | 28k | 22.33 |
| 2013-09-30 | $617k | 31k | 19.90 |
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