Financial Select Sector SPDR shares owned by Lake Street Financial
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Lake Street Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $587k | 12k | 48.33 |
| 2024-09-30 | $565k | 13k | 45.32 |
| 2024-06-30 | $542k | 13k | 41.11 |
| 2024-03-31 | $557k | 13k | 42.12 |
| 2023-12-31 | $406k | 11k | 37.60 |
| 2023-09-30 | $387k | 12k | 33.48 |
| 2023-06-30 | $394k | 12k | 33.71 |
| 2023-03-31 | $367k | 11k | 32.15 |
| 2022-12-31 | $416k | 12k | 34.20 |
| 2022-09-30 | $328k | 11k | 30.35 |
| 2022-06-30 | $396k | 13k | 31.44 |
| 2022-03-31 | $515k | 13k | 38.33 |
| 2021-12-31 | $567k | 15k | 39.05 |
| 2021-09-30 | $366k | 9.7k | 37.55 |
| 2021-06-30 | $360k | 9.7k | 36.94 |
| 2021-03-31 | $336k | 9.9k | 34.10 |
| 2020-12-31 | $287k | 9.7k | 29.49 |