Financial Select Sector SPDR shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 437k | 45.32 |
| 2024-06-30 | $18M | 430k | 41.11 |
| 2024-03-31 | $18M | 423k | 42.12 |
| 2023-12-31 | $15M | 403k | 37.60 |
| 2023-09-30 | $14M | 414k | 33.17 |
| 2023-06-30 | $13M | 397k | 33.71 |
| 2023-03-31 | $12M | 385k | 32.15 |
| 2022-12-31 | $14M | 398k | 34.20 |
| 2022-09-30 | $12M | 388k | 30.36 |
| 2022-06-30 | $11M | 364k | 31.45 |
| 2022-03-31 | $14M | 375k | 38.32 |
| 2021-12-31 | $14M | 368k | 39.05 |
| 2021-09-30 | $14M | 359k | 37.53 |
| 2021-06-30 | $14M | 368k | 36.69 |
| 2021-03-31 | $12M | 349k | 34.05 |
| 2020-12-31 | $10M | 342k | 29.48 |
| 2020-09-30 | $8.1M | 337k | 24.07 |
| 2020-06-30 | $7.5M | 324k | 23.14 |
| 2020-03-31 | $1.0M | 50k | 20.82 |
| 2019-12-31 | $1.7M | 56k | 30.78 |
| 2019-09-30 | $911k | 33k | 28.00 |
| 2019-06-30 | $1.5M | 56k | 27.59 |
| 2019-03-31 | $1.6M | 64k | 25.71 |
| 2018-12-31 | $1.7M | 70k | 23.83 |
| 2018-09-30 | $1.3M | 46k | 27.58 |
| 2018-06-30 | $1.9M | 72k | 26.59 |
| 2018-03-31 | $2.9M | 104k | 27.57 |
| 2017-12-31 | $7.9M | 284k | 27.91 |
| 2017-09-30 | $7.3M | 281k | 25.86 |
| 2017-06-30 | $5.7M | 229k | 24.67 |
| 2017-03-31 | $5.2M | 221k | 23.73 |
| 2016-12-31 | $4.5M | 194k | 23.25 |
| 2016-09-30 | $3.4M | 177k | 19.30 |
| 2016-06-30 | $3.9M | 170k | 22.86 |
| 2016-03-31 | $2.7M | 120k | 22.50 |
| 2015-12-31 | $1.0k | 32 | 31.25 |
| 2015-09-30 | $1.0k | 32 | 31.25 |
| 2015-06-30 | $2.0k | 64 | 31.25 |
| 2015-03-31 | $20k | 819 | 24.42 |
| 2014-12-31 | $20k | 819 | 24.42 |
| 2014-09-30 | $36k | 1.6k | 22.87 |
| 2014-06-30 | $36k | 1.6k | 22.87 |
| 2014-03-31 | $35k | 1.6k | 22.24 |
| 2013-12-31 | $34k | 1.6k | 21.60 |
| 2013-09-30 | $33k | 1.6k | 20.15 |