Financial Select Sector SPDR shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $150k | 3.1k | 48.11 |
| 2024-09-30 | $273k | 6.0k | 45.21 |
| 2024-06-30 | $284k | 6.9k | 40.99 |
| 2024-03-31 | $263k | 6.2k | 42.27 |
| 2023-12-31 | $228k | 6.1k | 37.57 |
| 2023-09-30 | $201k | 6.1k | 33.12 |
| 2023-06-30 | $204k | 6.1k | 33.61 |
| 2023-03-31 | $207k | 6.1k | 34.11 |
| 2022-12-31 | $184k | 6.1k | 30.32 |
| 2022-09-30 | $184k | 6.1k | 30.32 |
| 2022-06-30 | $191k | 6.1k | 31.48 |
| 2022-03-31 | $233k | 6.1k | 38.40 |
| 2021-12-31 | $237k | 6.1k | 39.06 |
| 2021-09-30 | $228k | 6.1k | 37.58 |
| 2021-06-30 | $223k | 6.1k | 36.76 |
| 2021-03-31 | $206k | 6.0k | 34.12 |
| 2020-12-31 | $178k | 6.0k | 29.48 |
| 2020-09-30 | $131k | 5.4k | 24.05 |
| 2020-06-30 | $126k | 5.4k | 23.13 |
| 2020-03-31 | $113k | 5.4k | 20.74 |
More positions owned by Efficient Wealth Management
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