Financial Select Sector SPDR shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Lucia Wealth Services 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 Lucia Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-09-30 | $205k | 8.5k | 24.12 |
2020-06-30 | $180k | 7.8k | 23.08 |
2020-03-31 | $162k | 7.8k | 20.77 |
2019-12-31 | $200k | 6.5k | 30.77 |
2019-09-30 | $112k | 4.0k | 28.00 |
2019-06-30 | $110k | 4.0k | 27.50 |
2019-03-31 | $103k | 4.0k | 25.75 |
2018-12-31 | $71k | 3.0k | 23.67 |
2018-09-30 | $115k | 4.2k | 27.59 |
2018-06-30 | $111k | 4.2k | 26.63 |
2018-03-31 | $85k | 3.1k | 27.42 |