Financial Select Sector SPDR shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 424k | 53.87 |
| 2025-06-30 | $22M | 419k | 52.37 |
| 2025-03-31 | $20M | 410k | 49.81 |
| 2024-12-31 | $20M | 414k | 48.33 |
| 2024-09-30 | $19M | 409k | 45.32 |
| 2024-06-30 | $17M | 404k | 41.11 |
| 2024-03-31 | $17M | 397k | 42.12 |
| 2023-09-30 | $13M | 397k | 33.17 |
More positions owned by Lakeshore Financial Planning
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