Financial Select Sector SPDR shares owned by Dopkins Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Dopkins Wealth Management
from 13F filings
Historical chart of Dopkins Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Dopkins Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 5.3k | 53.87 |
| 2025-06-30 | $278k | 5.3k | 52.37 |
| 2025-03-31 | $264k | 5.3k | 49.81 |
| 2024-12-31 | $256k | 5.3k | 48.33 |
| 2024-09-30 | $240k | 5.3k | 45.32 |
| 2024-06-30 | $218k | 5.3k | 41.11 |
| 2024-03-31 | $223k | 5.3k | 42.12 |