Financial Select Sector SPDR shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Meridian Wealth Management 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 Meridian Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.8M | 41k | 45.16 |
2024-06-30 | $1.6M | 40k | 41.01 |
2023-12-31 | $3.3M | 87k | 37.58 |
2023-09-30 | $3.1M | 92k | 33.18 |
2023-06-30 | $3.5M | 104k | 33.71 |
2023-03-31 | $7.0M | 218k | 32.15 |
2022-12-31 | $6.4M | 186k | 34.20 |
2022-09-30 | $5.1M | 170k | 30.36 |
2022-06-30 | $5.5M | 174k | 31.45 |
2022-03-31 | $4.6M | 120k | 38.32 |
2021-12-31 | $4.9M | 126k | 39.05 |
2021-09-30 | $3.6M | 97k | 37.53 |
2021-06-30 | $3.4M | 94k | 36.69 |
2021-03-31 | $2.8M | 83k | 34.05 |
2020-12-31 | $1.7M | 57k | 29.47 |
2019-06-30 | $270k | 977 | 276.36 |
2019-03-31 | $633k | 1.0k | 633.00 |
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