Financial Select Sector SPDR shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners 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 Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $768k | 14k | 53.87 |
| 2025-06-30 | $744k | 14k | 52.37 |
| 2025-03-31 | $829k | 17k | 49.81 |
| 2024-12-31 | $640k | 13k | 48.33 |
| 2024-09-30 | $303k | 6.7k | 45.33 |
| 2024-03-31 | $280k | 6.6k | 42.12 |
| 2023-12-31 | $249k | 6.6k | 37.60 |
| 2023-09-30 | $219k | 6.6k | 33.17 |
| 2023-06-30 | $222k | 6.6k | 33.71 |
| 2023-03-31 | $211k | 6.6k | 32.15 |