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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
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 $1.4M 42k 34.04
2020-12-31 $2.2M 75k 29.49
2020-09-30 $2.5M 67k 36.68
2020-06-30 $2.5M 67k 36.68
2020-03-31 $2.5M 67k 36.68
2019-12-31 $2.5M 67k 36.68
2019-09-30 $2.5M 67k 36.68
2019-06-30 $2.5M 67k 36.68
2019-03-31 $3.4M 133k 25.71
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