Financial Select Sector SPDR shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $845k | 16k | 53.87 |
| 2025-06-30 | $953k | 18k | 52.37 |
| 2025-03-31 | $992k | 20k | 49.81 |
| 2024-12-31 | $963k | 20k | 48.33 |
| 2024-09-30 | $905k | 20k | 45.32 |
| 2024-06-30 | $822k | 20k | 41.11 |
| 2024-03-31 | $815k | 19k | 42.12 |
| 2023-12-31 | $719k | 19k | 37.60 |
| 2023-09-30 | $590k | 18k | 33.17 |
| 2023-06-30 | $599k | 18k | 33.71 |
| 2023-03-31 | $574k | 18k | 32.15 |
| 2022-12-31 | $620k | 18k | 34.20 |
| 2022-09-30 | $551k | 18k | 30.37 |
| 2022-06-30 | $543k | 17k | 31.48 |
| 2022-03-31 | $661k | 17k | 38.32 |
| 2021-12-31 | $674k | 17k | 39.07 |
| 2021-09-30 | $619k | 17k | 37.52 |
| 2021-06-30 | $601k | 16k | 36.68 |
| 2021-03-31 | $558k | 16k | 34.03 |
| 2020-12-31 | $483k | 16k | 29.47 |