Financial Select Sector SPDR shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $225k | 4.1k | 54.77 |
| 2025-09-30 | $222k | 4.1k | 53.87 |
| 2025-06-30 | $216k | 4.1k | 52.37 |
| 2025-03-31 | $205k | 4.1k | 49.81 |
| 2022-06-30 | $63k | 2.0k | 31.50 |
| 2022-03-31 | $77k | 2.0k | 38.50 |
| 2021-12-31 | $78k | 2.0k | 39.00 |
| 2021-09-30 | $75k | 2.0k | 37.50 |
| 2021-06-30 | $219k | 6.0k | 36.61 |
| 2021-03-31 | $204k | 6.0k | 34.10 |
| 2020-12-31 | $176k | 6.0k | 29.42 |
| 2019-12-31 | $218k | 7.1k | 30.77 |
| 2019-09-30 | $203k | 7.1k | 28.65 |
More positions owned by Graves-Light Private Wealth Management
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