Financial Select Sector SPDR shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $724k | 16k | 45.32 |
| 2024-06-30 | $727k | 18k | 41.11 |
| 2024-03-31 | $745k | 18k | 42.12 |
| 2023-12-31 | $665k | 18k | 37.60 |
| 2023-09-30 | $587k | 18k | 33.17 |
| 2023-06-30 | $564k | 17k | 33.71 |
| 2023-03-31 | $563k | 18k | 32.15 |
| 2021-03-31 | $462k | 14k | 34.05 |
| 2020-12-31 | $360k | 12k | 29.50 |
| 2020-09-30 | $316k | 13k | 24.08 |
More positions owned by Connecticut Wealth Management
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