Financial Select Sector SPDR shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $201k | 5.3k | 37.99 |
| 2023-06-30 | $214k | 6.1k | 35.40 |
| 2022-12-31 | $335k | 9.8k | 34.20 |
| 2022-09-30 | $300k | 9.9k | 30.39 |
| 2022-06-30 | $332k | 11k | 31.46 |
| 2022-03-31 | $403k | 11k | 38.37 |
| 2021-12-31 | $430k | 11k | 41.08 |
| 2021-09-30 | $391k | 10k | 37.51 |
| 2021-06-30 | $590k | 16k | 36.70 |