Financial Select Sector SPDR shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree 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 Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $86k | 1.7k | 49.37 |
| 2025-12-31 | $6.6k | 121 | 54.78 |
| 2025-09-30 | $6.5k | 121 | 53.88 |
| 2025-06-30 | $6.3k | 121 | 52.37 |
| 2025-03-31 | $6.0k | 121 | 49.82 |
| 2024-12-31 | $11k | 221 | 48.33 |
| 2024-09-30 | $10k | 221 | 45.32 |
| 2024-06-30 | $9.1k | 221 | 41.11 |
| 2024-03-31 | $9.3k | 221 | 42.12 |
| 2023-12-31 | $8.3k | 221 | 37.60 |
| 2023-09-30 | $41k | 1.2k | 33.17 |
| 2023-06-30 | $41k | 1.2k | 33.71 |
More positions owned by Cherry Tree Wealth Management
View all positions for Cherry Tree Wealth Management