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Financial Select Sector SPDR shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 29k 40.88
2023-12-31 $1.2M 31k 38.32
2023-09-30 $1.0M 31k 32.10
2023-06-30 $1.1M 31k 34.91
2023-03-31 $985k 31k 32.08
2022-12-31 $1.2M 34k 36.25
2022-09-30 $1.1M 34k 32.20
2022-06-30 $1.1M 36k 32.07
2022-03-31 $1.3M 36k 37.89
2021-12-31 $1.4M 36k 38.47
2021-09-30 $1.4M 36k 40.25
2021-06-30 $1.3M 36k 36.13
2021-03-31 $1.3M 37k 35.79
2020-12-31 $1.2M 38k 31.01
2020-09-30 $1.1M 40k 27.04
2020-06-30 $1.0M 42k 24.46
2020-03-31 $989k 42k 23.37
2019-12-31 $1.2M 40k 29.91
2019-09-30 $1.1M 42k 27.31
2019-06-30 $1.2M 42k 27.84
2019-03-31 $1.1M 42k 25.72
2018-12-31 $1.0M 43k 23.82
2018-09-30 $1.2M 44k 27.56
2018-06-30 $1.2M 43k 26.69
2018-03-31 $1.2M 44k 27.18
2017-12-31 $1.2M 44k 27.90
2017-09-30 $1.1M 44k 25.85
2017-06-30 $1.1M 44k 24.65
2017-03-31 $941k 40k 23.72
2016-12-31 $930k 40k 23.24
2016-09-30 $826k 43k 19.29
2016-06-30 $989k 43k 22.83
2016-03-31 $974k 43k 22.49
2015-12-31 $1.0M 43k 23.37
2015-09-30 $899k 40k 22.64
2015-06-30 $977k 40k 24.73
2015-03-31 $804k 33k 24.09
2014-12-31 $908k 37k 24.71
2014-09-30 $667k 29k 23.00
2014-06-30 $529k 23k 22.70
2014-03-31 $523k 24k 22.30
2013-12-31 $501k 23k 21.83
2013-09-30 $436k 22k 19.86

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Costco Wholesale Corporation (COST)
Ishares Tr Short Treas Bd (SHV)
Stellar Bancorp Ord (STEL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
UBS Group
Goldman Sachs Group
Citigroup
Royal Bank of Canada
Barclays
Balyasny Asset Management
National Bank Of Canada /fi/
Caisse de depot et placement du Quebec
Millennium Management
Wolverine Trading
Citadel Advisors
Wells Fargo & Company
Bank of Nova Scotia

View all funds holding Financial Select Sector SPDR