Financial Select Sector SPDR shares owned by Massachusetts Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Massachusetts Wealth Management
from 13F filings
Historical chart of Massachusetts Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Massachusetts Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 102k | 53.87 |
| 2025-06-30 | $4.8M | 92k | 52.37 |
| 2025-03-31 | $4.5M | 90k | 49.81 |
| 2024-12-31 | $3.9M | 80k | 48.33 |
| 2024-09-30 | $3.0M | 66k | 45.32 |
| 2024-06-30 | $2.6M | 64k | 41.11 |
| 2024-03-31 | $2.3M | 55k | 42.12 |
| 2023-12-31 | $1.9M | 51k | 37.60 |
| 2023-09-30 | $1.5M | 44k | 33.17 |
| 2023-06-30 | $1.4M | 41k | 33.71 |
| 2023-03-31 | $1.2M | 38k | 32.15 |
| 2022-12-31 | $1.4M | 40k | 36.56 |
More positions owned by Massachusetts Wealth Management
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