Financial Select Sector SPDR shares owned by EPG Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $891k | 17k | 53.87 |
| 2025-06-30 | $893k | 17k | 52.37 |
| 2025-03-31 | $1.4M | 28k | 49.81 |
| 2024-12-31 | $1.5M | 30k | 48.33 |
| 2024-09-30 | $1.7M | 37k | 45.32 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 2024-03-31 | $1.6M | 37k | 42.12 |
| 2023-12-31 | $1.4M | 37k | 38.73 |
| 2023-09-30 | $1.2M | 37k | 33.17 |
| 2023-06-30 | $1.4M | 40k | 33.71 |
| 2023-03-31 | $1.4M | 43k | 32.15 |
| 2022-12-31 | $3.2M | 94k | 34.20 |
| 2022-09-30 | $2.9M | 95k | 30.36 |
| 2022-06-30 | $2.9M | 93k | 31.45 |
| 2022-03-31 | $3.5M | 91k | 38.32 |
| 2021-12-31 | $3.4M | 86k | 39.04 |
| 2021-09-30 | $3.2M | 86k | 37.53 |
| 2021-06-30 | $3.1M | 86k | 36.69 |
| 2021-03-31 | $1.0M | 30k | 34.06 |
| 2020-12-31 | $801k | 27k | 29.49 |
| 2020-09-30 | $651k | 27k | 24.06 |
| 2020-06-30 | $936k | 41k | 23.13 |
| 2020-03-31 | $700k | 34k | 20.83 |
| 2019-12-31 | $779k | 25k | 30.79 |