Financial Select Sector SPDR shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 43k | 53.87 |
| 2025-06-30 | $1.9M | 37k | 52.37 |
| 2025-03-31 | $1.8M | 37k | 49.81 |
| 2024-12-31 | $1.5M | 31k | 48.33 |
| 2024-09-30 | $1.1M | 25k | 45.32 |
| 2024-06-30 | $806k | 20k | 41.11 |
| 2024-03-31 | $419k | 10k | 42.12 |
| 2023-12-31 | $374k | 9.9k | 37.60 |
| 2023-09-30 | $302k | 9.1k | 33.17 |
| 2023-06-30 | $579k | 17k | 33.71 |
| 2023-03-31 | $530k | 17k | 32.15 |
| 2022-12-31 | $590k | 17k | 34.20 |
| 2022-09-30 | $522k | 17k | 30.37 |
| 2022-06-30 | $539k | 17k | 31.44 |
| 2022-03-31 | $655k | 17k | 38.30 |
| 2020-06-30 | $1.4M | 60k | 23.15 |
| 2020-03-31 | $5.1M | 245k | 20.62 |
| 2019-12-31 | $12M | 383k | 30.78 |
| 2019-09-30 | $11M | 398k | 28.00 |
| 2019-06-30 | $12M | 433k | 27.60 |
| 2019-03-31 | $12M | 452k | 25.71 |
| 2018-12-31 | $11M | 448k | 23.82 |
| 2018-09-30 | $12M | 448k | 27.58 |
| 2018-06-30 | $12M | 445k | 26.59 |
| 2018-03-31 | $12M | 423k | 27.57 |
| 2017-12-31 | $9.6M | 344k | 27.91 |
| 2017-09-30 | $8.8M | 342k | 25.86 |
| 2017-06-30 | $6.8M | 275k | 24.67 |
| 2017-03-31 | $6.2M | 260k | 23.73 |
| 2016-12-31 | $4.4M | 190k | 23.25 |