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Financial Select Sector SPDR shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $139k 2.6k 53.87
2025-06-30 $149k 2.8k 52.37
2025-03-31 $201k 4.0k 49.81
2024-12-31 $167k 3.5k 48.33
2024-09-30 $132k 2.9k 45.32
2024-06-30 $120k 2.9k 41.11
2024-03-31 $191k 4.5k 42.12
2023-12-31 $170k 4.5k 37.60
2023-09-30 $3.0M 91k 33.17
2023-06-30 $3.0M 89k 33.71
2023-03-31 $2.7M 83k 32.15
2022-12-31 $304k 8.9k 34.20