Financial Select Sector SPDR shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Lumature Wealth Partners 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 Lumature Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $628k | 19k | 33.71 |
2023-03-31 | $508k | 16k | 32.15 |
2022-12-31 | $565k | 17k | 34.20 |
2022-09-30 | $625k | 21k | 30.35 |
2022-06-30 | $620k | 20k | 31.43 |
2022-03-31 | $718k | 19k | 38.31 |
2021-12-31 | $745k | 19k | 39.06 |
2021-09-30 | $685k | 18k | 37.53 |
2021-06-30 | $585k | 16k | 36.69 |
2021-03-31 | $476k | 14k | 34.04 |
2020-12-31 | $208k | 7.0k | 29.55 |