Financial Select Sector SPDR shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Elmwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Financial Select Sector SPDR by Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $904k | 17k | 54.77 |
| 2020-03-31 | $5.8k | 211 | 27.57 |
| 2019-09-30 | $6.0k | 200 | 30.00 |
| 2019-06-30 | $6.0k | 211 | 28.44 |
| 2019-03-31 | $5.0k | 211 | 23.70 |
| 2018-12-31 | $5.0k | 211 | 23.70 |
| 2018-09-30 | $5.8k | 211 | 27.60 |
| 2018-06-30 | $5.6k | 211 | 26.60 |
| 2018-03-31 | $5.8k | 211 | 27.57 |