Financial Select Sector SPDR shares owned by Family Firm
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Family Firm consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $159k | 3.9k | 41.11 |
| 2022-09-30 | $274k | 7.0k | 39.08 |
| 2022-06-30 | $274k | 7.0k | 39.08 |
| 2022-03-31 | $274k | 7.0k | 39.08 |
| 2021-12-31 | $274k | 7.0k | 39.08 |
| 2021-09-30 | $281k | 7.0k | 40.26 |
| 2021-06-30 | $306k | 8.3k | 36.70 |
| 2021-03-31 | $306k | 9.0k | 34.09 |
| 2020-12-31 | $301k | 9.7k | 30.93 |
| 2020-09-30 | $233k | 9.7k | 24.06 |
| 2020-06-30 | $249k | 11k | 23.15 |
| 2020-03-31 | $222k | 11k | 20.77 |
| 2019-12-31 | $327k | 11k | 30.82 |
| 2019-09-30 | $338k | 12k | 28.03 |
| 2019-06-30 | $377k | 14k | 27.59 |
| 2019-03-31 | $393k | 15k | 25.68 |
| 2018-12-31 | $363k | 15k | 23.82 |
| 2018-09-30 | $536k | 19k | 27.59 |
| 2018-06-30 | $517k | 19k | 26.62 |
| 2018-03-31 | $460k | 17k | 27.58 |
| 2017-12-31 | $434k | 16k | 27.93 |
| 2017-09-30 | $419k | 16k | 25.88 |
| 2017-06-30 | $500k | 20k | 24.67 |
| 2017-03-31 | $368k | 16k | 23.74 |
| 2016-12-31 | $335k | 14k | 23.26 |
| 2016-09-30 | $381k | 20k | 19.31 |
| 2016-06-30 | $403k | 18k | 22.85 |
| 2016-03-31 | $399k | 18k | 22.51 |
| 2015-12-31 | $418k | 18k | 23.82 |
| 2015-09-30 | $477k | 21k | 22.65 |
| 2015-06-30 | $506k | 21k | 24.40 |
| 2015-03-31 | $396k | 16k | 24.10 |
| 2014-12-31 | $408k | 17k | 24.73 |