Financial Select Sector SPDR shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $911k | 17k | 53.87 |
| 2025-06-30 | $918k | 18k | 52.37 |
| 2025-03-31 | $849k | 17k | 49.81 |
| 2024-12-31 | $826k | 17k | 48.33 |
| 2024-09-30 | $747k | 17k | 45.32 |
| 2024-06-30 | $721k | 18k | 41.11 |
| 2024-03-31 | $733k | 17k | 42.12 |
| 2023-12-31 | $623k | 17k | 37.60 |
| 2023-09-30 | $533k | 16k | 33.17 |
| 2023-06-30 | $341k | 10k | 33.71 |
| 2023-03-31 | $558k | 17k | 32.15 |
| 2022-12-31 | $549k | 16k | 34.20 |
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