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Financial Select Sector SPDR shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 56k 42.12
2023-12-31 $1.8M 49k 37.60
2023-09-30 $1.2M 36k 33.17
2023-06-30 $525k 16k 33.71
2023-03-31 $220k 6.9k 32.15
2022-12-31 $228k 6.7k 34.20
2020-12-31 $276k 9.4k 29.52
2020-09-30 $202k 8.4k 24.10