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Financial Select Sector SPDR shares owned by LJI Wealth Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 35k 45.32
2024-06-30 $1.4M 35k 41.11
2023-09-30 $1.2M 37k 33.17
2023-06-30 $1.3M 38k 33.71
2023-03-31 $1.2M 37k 32.15
2022-12-31 $1.2M 35k 34.20