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Financial Select Sector SPDR shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $157k 3.0k 52.22
2025-06-30 $114k 2.2k 51.71
2025-03-31 $117k 2.4k 47.72
2024-12-31 $42k 823 51.41
2024-09-30 $11k 244 46.92
2024-03-31 $7.3k 179 40.55