Financial Select Sector SPDR shares owned by GeoWealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 50k | 45.32 |
| 2024-06-30 | $2.4M | 58k | 41.11 |
| 2024-03-31 | $3.5M | 82k | 42.12 |
| 2023-09-30 | $213k | 6.4k | 33.07 |
| 2023-06-30 | $137k | 4.1k | 33.72 |
| 2023-03-31 | $69k | 2.2k | 31.99 |
| 2022-12-31 | $101k | 3.0k | 33.92 |
| 2022-09-30 | $178k | 5.9k | 30.42 |
| 2022-06-30 | $5.1M | 162k | 31.45 |
| 2022-03-31 | $6.4M | 166k | 38.32 |
| 2021-12-31 | $6.6M | 169k | 39.04 |
| 2021-09-30 | $6.5M | 174k | 37.53 |
| 2021-06-30 | $5.7M | 154k | 36.69 |
| 2021-03-31 | $7.2M | 211k | 34.05 |
| 2020-12-31 | $4.1M | 139k | 29.54 |
| 2020-09-30 | $2.8M | 117k | 24.07 |
| 2020-06-30 | $2.3M | 98k | 23.13 |