Financial Select Sector SPDR shares owned by CWM
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44M | 821k | 53.87 |
| 2025-06-30 | $38M | 722k | 52.37 |
| 2025-03-31 | $40M | 812k | 49.81 |
| 2024-12-31 | $39M | 807k | 48.33 |
| 2024-09-30 | $34M | 755k | 45.32 |
| 2024-06-30 | $41M | 993k | 41.11 |
| 2024-03-31 | $38M | 892k | 42.12 |
| 2023-12-31 | $26M | 692k | 37.60 |
| 2023-09-30 | $19M | 567k | 33.17 |
| 2023-06-30 | $18M | 537k | 33.71 |
| 2023-03-31 | $12M | 372k | 32.15 |
| 2022-12-31 | $3.5M | 103k | 34.20 |
| 2022-09-30 | $2.0M | 65k | 30.36 |
| 2022-06-30 | $1.7M | 53k | 31.45 |
| 2022-03-31 | $2.3M | 61k | 38.32 |
| 2021-12-31 | $3.1M | 79k | 39.05 |
| 2021-06-30 | $2.5M | 67k | 36.68 |
| 2021-03-31 | $2.5M | 67k | 36.68 |
| 2020-12-31 | $2.5M | 67k | 36.68 |
| 2020-09-30 | $2.5M | 67k | 36.68 |
| 2020-06-30 | $2.5M | 67k | 36.68 |
| 2020-03-31 | $4.3M | 207k | 20.82 |
| 2019-12-31 | $2.5M | 67k | 36.68 |
| 2019-09-30 | $2.5M | 67k | 36.68 |
| 2019-06-30 | $4.1M | 149k | 27.60 |
| 2019-03-31 | $2.5M | 67k | 36.68 |
| 2018-12-31 | $5.5M | 231k | 23.82 |
| 2018-09-30 | $3.3M | 119k | 27.58 |
| 2018-06-30 | $2.5M | 94k | 26.59 |
| 2018-03-31 | $1.9M | 69k | 27.57 |
| 2017-12-31 | $1.8M | 64k | 27.92 |
| 2017-09-30 | $1.2M | 46k | 25.85 |
| 2017-06-30 | $1.4M | 58k | 24.66 |
| 2017-03-31 | $1.1M | 47k | 23.72 |
| 2016-12-31 | $607k | 26k | 23.27 |
| 2016-09-30 | $408k | 21k | 19.31 |
| 2016-06-30 | $982k | 43k | 22.86 |
| 2016-03-31 | $329k | 15k | 22.48 |
| 2015-12-31 | $1.3M | 55k | 23.82 |
| 2015-09-30 | $434k | 19k | 22.67 |
| 2015-03-31 | $233k | 9.7k | 24.10 |
| 2014-12-31 | $224k | 9.1k | 24.70 |
| 2014-09-30 | $670k | 29k | 23.15 |
| 2014-06-30 | $536k | 24k | 22.75 |
| 2014-03-31 | $21M | 941k | 22.34 |
| 2013-12-31 | $17M | 781k | 21.86 |