Financial Select Sector SPDR shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Core Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $10k | 300 | 33.17 |
2023-06-30 | $10k | 300 | 33.71 |
2023-03-31 | $9.6k | 300 | 32.15 |
2022-12-31 | $10k | 300 | 34.20 |
2022-09-30 | $9.0k | 300 | 30.00 |
2022-06-30 | $9.0k | 300 | 30.00 |