Financial Select Sector SPDR shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23k | 422 | 53.87 |
| 2025-06-30 | $22k | 422 | 52.37 |
| 2025-03-31 | $21k | 422 | 49.81 |
| 2024-12-31 | $20k | 422 | 48.33 |
| 2024-09-30 | $19k | 422 | 45.32 |
| 2024-06-30 | $17k | 422 | 41.11 |
| 2024-03-31 | $18k | 422 | 42.12 |
| 2023-12-31 | $16k | 422 | 37.60 |
| 2023-09-30 | $14k | 422 | 33.17 |
| 2023-06-30 | $15k | 422 | 35.08 |
| 2023-03-31 | $45k | 1.4k | 33.17 |
| 2022-12-31 | $42k | 1.4k | 30.72 |
| 2022-09-30 | $42k | 1.4k | 30.72 |
| 2022-06-30 | $46k | 1.5k | 31.66 |
| 2022-03-31 | $52k | 1.4k | 38.04 |
| 2021-12-31 | $53k | 1.4k | 38.77 |
| 2021-09-30 | $51k | 1.4k | 37.31 |
| 2021-03-31 | $61k | 1.8k | 34.08 |