Financial Select Sector SPDR shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $248k | 6.0k | 41.11 |
| 2024-03-31 | $254k | 6.0k | 42.12 |
| 2023-12-31 | $227k | 6.0k | 37.60 |
| 2023-06-30 | $203k | 6.0k | 33.71 |
| 2022-12-31 | $208k | 6.1k | 34.20 |
| 2022-03-31 | $228k | 6.6k | 34.48 |
| 2021-12-31 | $243k | 6.2k | 39.13 |
| 2021-09-30 | $233k | 6.2k | 37.53 |
| 2021-06-30 | $228k | 6.2k | 36.73 |