Financial Select Sector SPDR shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $552k | 10k | 53.87 |
| 2025-06-30 | $518k | 9.9k | 52.37 |
| 2025-03-31 | $492k | 9.9k | 49.81 |
| 2024-12-31 | $468k | 9.7k | 48.33 |
| 2024-09-30 | $453k | 10k | 45.32 |
| 2024-06-30 | $417k | 10k | 41.11 |
| 2024-03-31 | $435k | 10k | 42.12 |
| 2023-12-31 | $393k | 10k | 37.60 |
| 2023-09-30 | $347k | 10k | 33.17 |
| 2023-06-30 | $385k | 11k | 33.71 |
| 2023-03-31 | $350k | 11k | 32.15 |
| 2022-12-31 | $372k | 11k | 34.20 |
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