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
Download as csv Download as ExcelQuarterly 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 |