Financial Select Sector SPDR shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $167k | 3.7k | 45.32 |
| 2024-06-30 | $136k | 3.3k | 41.11 |
| 2024-03-31 | $136k | 3.2k | 42.12 |
| 2022-03-31 | $76k | 2.0k | 38.08 |
| 2021-12-31 | $78k | 2.0k | 39.24 |
| 2021-09-30 | $90k | 2.4k | 37.52 |
| 2021-06-30 | $15k | 420 | 35.71 |
| 2021-03-31 | $14k | 420 | 33.33 |
| 2020-12-31 | $19k | 646 | 29.41 |
| 2020-09-30 | $16k | 645 | 24.81 |
| 2020-06-30 | $187k | 8.1k | 23.13 |
| 2020-03-31 | $163k | 7.8k | 20.87 |
| 2019-12-31 | $318k | 10k | 30.62 |
More positions owned by Carolinas Wealth Consulting
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