Financial Select Sector SPDR shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 42k | 53.87 |
| 2025-06-30 | $2.2M | 41k | 52.37 |
| 2025-03-31 | $2.1M | 42k | 49.81 |
| 2024-12-31 | $1.7M | 35k | 48.33 |
| 2024-09-30 | $1.6M | 34k | 45.32 |
| 2024-06-30 | $1.4M | 35k | 41.11 |
| 2024-03-31 | $1.4M | 34k | 42.12 |
| 2023-12-31 | $1.3M | 35k | 37.60 |
| 2023-09-30 | $3.2M | 96k | 33.17 |
| 2023-06-30 | $3.2M | 96k | 33.71 |
| 2023-03-31 | $0 | 95k | 0.00 |
| 2022-12-31 | $3.5M | 96k | 36.71 |
| 2022-03-31 | $3.4M | 99k | 34.51 |
| 2021-12-31 | $4.1M | 108k | 37.97 |
| 2021-09-30 | $4.1M | 104k | 39.30 |
| 2021-06-30 | $3.8M | 100k | 37.97 |
| 2021-03-31 | $3.6M | 96k | 37.97 |
| 2020-12-31 | $2.8M | 93k | 30.30 |
| 2020-09-30 | $2.4M | 89k | 27.36 |
| 2020-06-30 | $2.3M | 90k | 25.86 |
| 2020-03-31 | $2.3M | 90k | 25.32 |
| 2019-12-31 | $2.1M | 82k | 25.32 |
| 2019-09-30 | $2.1M | 82k | 25.32 |
| 2019-06-30 | $2.1M | 84k | 25.32 |
| 2019-03-31 | $2.3M | 91k | 25.32 |
| 2018-12-31 | $2.3M | 91k | 25.32 |
| 2018-09-30 | $2.4M | 93k | 25.32 |
| 2018-06-30 | $2.3M | 91k | 25.32 |
| 2018-03-31 | $2.3M | 91k | 25.32 |
| 2017-12-31 | $2.5M | 90k | 27.91 |
| 2017-09-30 | $2.3M | 90k | 25.86 |
| 2017-06-30 | $2.2M | 88k | 24.67 |
| 2017-03-31 | $169k | 7.2k | 23.47 |
| 2016-09-30 | $1.7M | 90k | 19.30 |
| 2016-06-30 | $2.2k | 96k | 0.02 |
| 2015-12-31 | $2.5M | 103k | 23.77 |
| 2015-03-31 | $2.4M | 95k | 25.53 |