Financial Select Sector SPDR shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $671k | 15k | 45.32 |
| 2024-06-30 | $609k | 15k | 41.11 |
| 2024-03-31 | $633k | 15k | 42.12 |
| 2023-12-31 | $565k | 15k | 37.60 |
| 2023-09-30 | $509k | 15k | 33.17 |
| 2023-06-30 | $517k | 15k | 33.71 |
| 2023-03-31 | $492k | 15k | 32.15 |
| 2022-12-31 | $546k | 16k | 34.19 |
| 2022-09-30 | $485k | 16k | 30.39 |
| 2022-06-30 | $521k | 17k | 31.48 |
| 2022-03-31 | $634k | 17k | 38.34 |
| 2021-12-31 | $645k | 17k | 39.03 |
More positions owned by Kathleen S. Wright Associates
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