Financial Select Sector SPDR shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.1M | 20k | 52.37 |
| 2025-03-31 | $1.0M | 20k | 49.81 |
| 2024-12-31 | $978k | 20k | 48.33 |
| 2024-09-30 | $917k | 20k | 45.32 |
| 2024-06-30 | $832k | 20k | 41.11 |
| 2024-03-31 | $852k | 20k | 42.12 |
| 2023-12-31 | $763k | 20k | 37.60 |
| 2023-09-30 | $673k | 20k | 33.17 |
| 2023-06-30 | $694k | 21k | 33.71 |
| 2023-03-31 | $662k | 21k | 32.16 |
| 2022-12-31 | $858k | 25k | 34.20 |