Financial Select Sector SPDR shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Lakeview Capital Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $337k | 7.4k | 45.32 |
2024-06-30 | $299k | 7.1k | 42.12 |
2024-03-31 | $299k | 7.1k | 42.12 |
2023-12-31 | $301k | 8.0k | 37.60 |
2023-09-30 | $247k | 7.5k | 33.17 |
2023-06-30 | $229k | 6.8k | 33.71 |
2022-06-30 | $128k | 4.1k | 31.43 |
2022-03-31 | $187k | 4.9k | 38.24 |
2021-12-31 | $226k | 5.8k | 39.05 |
2021-09-30 | $277k | 7.4k | 37.51 |
2021-06-30 | $274k | 7.5k | 36.63 |
2021-03-31 | $258k | 7.6k | 34.07 |
2020-12-31 | $187k | 6.3k | 29.53 |
2020-09-30 | $160k | 6.7k | 24.00 |
2020-06-30 | $183k | 7.9k | 23.17 |
2020-03-31 | $123k | 5.9k | 20.83 |
2019-12-31 | $188k | 6.1k | 30.78 |