Financial Select Sector SPDR shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $440k | 8.2k | 53.87 |
| 2025-06-30 | $418k | 8.0k | 52.37 |
| 2025-03-31 | $368k | 7.4k | 49.81 |
| 2024-12-31 | $357k | 7.4k | 48.33 |
| 2024-09-30 | $325k | 7.2k | 45.37 |
| 2024-06-30 | $303k | 7.4k | 41.11 |
| 2024-03-31 | $310k | 7.4k | 42.10 |
| 2023-12-31 | $280k | 7.5k | 37.54 |
| 2023-09-30 | $244k | 7.4k | 33.19 |
| 2023-06-30 | $264k | 7.8k | 33.71 |
| 2023-03-31 | $246k | 7.7k | 32.15 |
| 2022-09-30 | $245k | 8.1k | 30.24 |
| 2022-06-30 | $233k | 7.4k | 31.36 |
| 2022-03-31 | $341k | 8.9k | 38.30 |
| 2021-12-31 | $250k | 6.4k | 38.99 |
| 2021-09-30 | $256k | 6.8k | 37.52 |
| 2021-06-30 | $142k | 3.9k | 36.71 |
| 2021-03-31 | $83k | 2.9k | 29.02 |
| 2020-12-31 | $83k | 2.9k | 29.02 |
| 2020-09-30 | $93k | 3.9k | 24.10 |
| 2020-06-30 | $124k | 5.4k | 23.15 |
| 2020-03-31 | $119k | 5.7k | 20.87 |
| 2019-12-31 | $190k | 6.2k | 30.74 |
| 2019-09-30 | $173k | 6.2k | 27.99 |
| 2019-06-30 | $171k | 6.2k | 27.67 |
| 2019-03-31 | $21M | 833k | 25.71 |
| 2018-12-31 | $20M | 828k | 23.82 |