Financial Select Sector SPDR shares owned by Integrated Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Integrated Wealth Management
from 13F filings
Historical chart of Integrated Wealth Management investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2017-03-31 | $210k | 8.8k | 23.76 |
2016-12-31 | $209k | 9.0k | 23.27 |
2016-09-30 | $153k | 8.0k | 19.24 |
2016-06-30 | $146k | 6.4k | 22.81 |
2016-03-31 | $159k | 7.1k | 22.55 |
2015-12-31 | $189k | 7.9k | 23.79 |
2015-09-30 | $173k | 7.6k | 22.66 |
2015-06-30 | $250k | 10k | 24.41 |
2015-03-31 | $178k | 7.4k | 24.10 |
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