Financial Select Sector SPDR shares owned by Executive Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive 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 Executive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by Executive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $411k | 8.5k | 48.33 |
| 2024-09-30 | $595k | 13k | 45.32 |
| 2024-06-30 | $551k | 13k | 41.11 |
| 2024-03-31 | $567k | 14k | 41.89 |
| 2023-12-31 | $331k | 8.8k | 37.60 |
| 2023-09-30 | $280k | 8.4k | 33.17 |
| 2023-06-30 | $297k | 8.8k | 33.71 |
| 2023-03-31 | $308k | 9.6k | 32.15 |
| 2022-12-31 | $308k | 9.0k | 34.20 |
| 2022-09-30 | $283k | 283 | 1000.00 |
| 2022-06-30 | $291k | 9.3k | 31.42 |
| 2022-03-31 | $351k | 9.2k | 38.30 |
| 2021-12-31 | $308k | 7.9k | 38.98 |
| 2021-09-30 | $633k | 17k | 37.52 |
| 2021-06-30 | $652k | 18k | 36.65 |
| 2021-03-31 | $312k | 9.2k | 34.00 |
| 2019-12-31 | $513k | 17k | 30.75 |
| 2019-09-30 | $119k | 4.3k | 27.81 |
| 2019-06-30 | $133k | 4.8k | 27.66 |
| 2019-03-31 | $109k | 4.2k | 25.69 |
| 2018-12-31 | $101k | 4.2k | 23.80 |
More positions owned by Executive Wealth Management
View all positions for Executive Wealth Management