Financial Select Sector SPDR shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by FirstPurpose Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $821k | 20k | 40.89 |
| 2023-12-31 | $755k | 20k | 37.60 |
| 2023-09-30 | $667k | 20k | 33.17 |
| 2023-06-30 | $678k | 20k | 33.71 |
| 2023-03-31 | $646k | 20k | 32.15 |
| 2022-12-31 | $687k | 20k | 34.20 |
| 2022-09-30 | $610k | 20k | 30.35 |
| 2022-06-30 | $632k | 20k | 31.44 |
| 2022-03-31 | $770k | 20k | 38.31 |
| 2021-12-31 | $785k | 20k | 39.05 |