Financial Select Sector SPDR shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $726k | 14k | 53.87 |
| 2025-06-30 | $705k | 14k | 52.37 |
| 2025-03-31 | $679k | 14k | 49.81 |
| 2024-12-31 | $632k | 13k | 48.33 |
| 2024-09-30 | $603k | 13k | 45.32 |
| 2024-06-30 | $574k | 14k | 41.11 |
| 2024-03-31 | $582k | 14k | 42.12 |
| 2023-12-31 | $545k | 15k | 37.60 |
| 2023-09-30 | $487k | 15k | 33.17 |
| 2023-06-30 | $520k | 15k | 33.71 |
| 2023-03-31 | $530k | 17k | 32.15 |
| 2022-12-31 | $680k | 20k | 34.20 |
| 2022-09-30 | $632k | 21k | 30.38 |
| 2022-06-30 | $737k | 23k | 31.46 |
| 2022-03-31 | $914k | 24k | 38.33 |
| 2021-12-31 | $938k | 24k | 39.03 |
| 2021-09-30 | $939k | 25k | 37.54 |
| 2021-06-30 | $866k | 24k | 36.68 |
| 2021-03-31 | $677k | 20k | 34.05 |
| 2020-12-31 | $475k | 16k | 29.20 |
| 2020-09-30 | $358k | 15k | 24.05 |
| 2020-06-30 | $334k | 14k | 23.16 |
| 2020-03-31 | $309k | 15k | 20.80 |
| 2019-12-31 | $474k | 15k | 30.77 |
| 2019-09-30 | $470k | 17k | 27.99 |
| 2019-06-30 | $1.2M | 44k | 27.60 |
| 2019-03-31 | $1.1M | 41k | 25.72 |
| 2018-12-31 | $866k | 36k | 23.81 |