Financial Select Sector SPDR shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $729k | 14k | 53.87 |
| 2025-06-30 | $685k | 13k | 52.37 |
| 2025-03-31 | $633k | 13k | 49.81 |
| 2024-12-31 | $677k | 14k | 48.33 |
| 2024-09-30 | $634k | 14k | 45.32 |
| 2024-06-30 | $587k | 14k | 41.11 |
| 2024-03-31 | $608k | 14k | 42.12 |
| 2023-12-31 | $573k | 15k | 37.60 |
| 2023-09-30 | $491k | 15k | 33.17 |
| 2023-06-30 | $522k | 16k | 33.71 |
| 2023-03-31 | $525k | 16k | 32.15 |
| 2022-12-31 | $726k | 21k | 34.20 |
| 2022-09-30 | $576k | 19k | 30.35 |
| 2022-06-30 | $818k | 26k | 31.43 |
| 2021-12-31 | $1.0M | 26k | 39.03 |
| 2021-03-31 | $1.0M | 26k | 38.30 |
More positions owned by Collaborative Wealth Managment
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