Financial Select Sector SPDR shares owned by HB Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.9M | 81k | 48.33 |
| 2024-09-30 | $3.7M | 82k | 45.32 |
| 2024-06-30 | $3.3M | 81k | 41.11 |
| 2024-03-31 | $2.6M | 63k | 42.12 |
| 2023-12-31 | $2.3M | 61k | 37.60 |
| 2023-09-30 | $1.9M | 57k | 33.17 |
| 2023-06-30 | $1.9M | 56k | 33.71 |
| 2023-03-31 | $1.7M | 52k | 32.15 |
| 2022-12-31 | $1.9M | 55k | 34.20 |
| 2022-09-30 | $1.2M | 40k | 30.35 |
| 2022-06-30 | $1.3M | 40k | 31.46 |
| 2022-03-31 | $1.4M | 36k | 38.32 |
| 2021-12-31 | $1.2M | 32k | 39.04 |
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