Financial Select Sector SPDR shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital Management investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Ferguson Wellman Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Ferguson Wellman Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.5M | 98k | 45.32 |
2024-06-30 | $4.9M | 120k | 41.11 |
2024-03-31 | $5.6M | 132k | 42.12 |
2023-12-31 | $5.2M | 138k | 37.60 |
2023-09-30 | $4.6M | 138k | 33.17 |
2023-06-30 | $5.4M | 159k | 33.71 |
2023-03-31 | $5.8M | 180k | 32.15 |
2022-12-31 | $7.7M | 226k | 34.20 |
2022-09-30 | $3.0M | 100k | 30.36 |
2022-06-30 | $4.1M | 130k | 31.45 |
2022-03-31 | $13M | 344k | 38.32 |
2021-12-31 | $3.0M | 77k | 39.05 |
2021-09-30 | $2.4M | 64k | 37.53 |
2021-06-30 | $2.4M | 66k | 36.69 |
2021-03-31 | $2.3M | 66k | 34.05 |
2020-12-31 | $3.3M | 112k | 29.48 |
2020-09-30 | $5.4M | 223k | 24.07 |
2020-06-30 | $2.7M | 119k | 23.13 |
2020-03-31 | $2.6M | 125k | 20.82 |
2019-12-31 | $4.8M | 157k | 30.78 |
2019-09-30 | $4.0M | 143k | 28.00 |
2019-06-30 | $4.1M | 147k | 27.60 |
2019-03-31 | $4.2M | 165k | 25.71 |
2018-12-31 | $6.1M | 255k | 23.82 |
2018-09-30 | $2.1M | 76k | 27.58 |
2018-06-30 | $2.0M | 77k | 26.60 |
2018-03-31 | $2.1M | 76k | 27.57 |
2017-12-31 | $2.1M | 76k | 27.92 |
2017-09-30 | $2.0M | 76k | 25.87 |
2017-06-30 | $1.9M | 76k | 24.67 |
2017-03-31 | $1.8M | 76k | 23.73 |
2016-12-31 | $4.6M | 199k | 23.25 |
2016-09-30 | $1.3M | 67k | 19.30 |
2016-06-30 | $1.9M | 82k | 22.86 |
2016-03-31 | $2.1M | 95k | 22.50 |
2015-12-31 | $6.8M | 284k | 23.83 |
2015-09-30 | $2.0M | 89k | 22.66 |
2015-06-30 | $780k | 32k | 24.38 |
2015-03-31 | $805k | 33k | 24.11 |
2014-12-31 | $1.2M | 50k | 24.74 |
2014-09-30 | $914k | 40k | 23.17 |
2014-06-30 | $1.0M | 46k | 22.75 |
2014-03-31 | $819k | 37k | 22.34 |
2013-12-31 | $900k | 41k | 21.87 |
2013-09-30 | $784k | 39k | 19.89 |
2013-06-30 | $766k | 39k | 19.44 |
2013-03-31 | $728k | 40k | 18.21 |
2012-12-31 | $670k | 41k | 16.40 |
2012-09-30 | $688k | 44k | 15.60 |
2012-06-30 | $684k | 47k | 14.64 |
2012-03-31 | $841k | 53k | 15.79 |
2011-12-31 | $2.0M | 153k | 13.00 |
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