Financial Select Sector SPDR shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Dougherty Wealth Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $34k | 800 | 42.12 |
2023-12-31 | $30k | 800 | 37.60 |
2023-09-30 | $27k | 800 | 33.17 |
2023-06-30 | $27k | 800 | 33.71 |
2023-03-31 | $26k | 800 | 32.15 |
2022-12-31 | $27k | 800 | 34.20 |
2022-09-30 | $24k | 800 | 30.00 |
2022-06-30 | $25k | 800 | 31.25 |
2022-03-31 | $31k | 800 | 38.75 |
2021-12-31 | $31k | 800 | 38.75 |
2021-09-30 | $33k | 870 | 37.93 |
2021-06-30 | $29k | 800 | 36.25 |
2021-03-31 | $27k | 800 | 33.75 |
2020-12-31 | $24k | 800 | 30.00 |
2020-09-30 | $19k | 800 | 23.75 |
2020-06-30 | $19k | 800 | 23.75 |
2020-03-31 | $17k | 800 | 21.25 |
2019-12-31 | $25k | 800 | 31.25 |
2019-09-30 | $22k | 800 | 27.50 |
2019-06-30 | $22k | 800 | 27.50 |
2019-03-31 | $21k | 800 | 26.25 |
2018-12-31 | $21k | 800 | 26.25 |