Financial Select Sector SPDR shares owned by KWB Wealth
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $325k | 6.7k | 48.33 |
| 2024-12-31 | $373k | 8.2k | 45.32 |
| 2024-09-30 | $451k | 11k | 41.11 |
| 2024-06-30 | $451k | 11k | 42.12 |
| 2024-03-31 | $451k | 11k | 42.12 |
| 2023-12-31 | $392k | 10k | 37.60 |
| 2023-09-30 | $290k | 8.6k | 33.71 |
| 2023-06-30 | $308k | 9.1k | 33.71 |