Financial Select Sector SPDR shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $2.9M | 104k | 27.57 |
| 2016-12-31 | $3.2M | 139k | 23.24 |
| 2016-09-30 | $2.0M | 104k | 19.30 |
| 2016-03-31 | $1.5M | 67k | 22.50 |