Financial Select Sector SPDR shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 80k | 52.37 |
| 2025-06-30 | $1.2M | 23k | 51.85 |
| 2025-03-31 | $3.8M | 76k | 49.81 |
| 2024-12-31 | $3.3M | 67k | 48.33 |
| 2024-09-30 | $2.9M | 60k | 49.55 |
| 2024-06-30 | $452k | 10k | 43.41 |
| 2024-03-31 | $364k | 9.0k | 40.36 |
| 2023-12-31 | $293k | 7.6k | 38.75 |
| 2021-09-30 | $1.4M | 37k | 37.54 |
| 2021-06-30 | $1.4M | 39k | 36.69 |
| 2021-03-31 | $2.0M | 59k | 34.05 |
| 2020-12-31 | $702k | 24k | 29.46 |
| 2020-06-30 | $278k | 12k | 23.11 |