Financial Select Sector SPDR shares owned by Dynamic Wealth Strategies
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Dynamic Wealth Strategies
from 13F filings
Historical chart of Dynamic Wealth Strategies investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Dynamic Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 29k | 53.87 |
| 2025-06-30 | $43k | 823 | 52.37 |
| 2025-03-31 | $146k | 2.9k | 49.81 |
| 2024-12-31 | $206k | 4.3k | 48.33 |
| 2024-09-30 | $253k | 5.6k | 45.28 |
| 2024-06-30 | $233k | 5.7k | 41.12 |
| 2024-03-31 | $246k | 5.8k | 42.08 |