Financial Select Sector SPDR shares owned by MGB Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $590k | 11k | 53.95 |
| 2025-06-30 | $659k | 13k | 52.20 |
| 2025-03-31 | $589k | 12k | 49.55 |
| 2024-12-31 | $482k | 10k | 48.30 |
| 2024-09-30 | $442k | 9.8k | 45.23 |
| 2024-06-30 | $414k | 9.8k | 42.31 |
| 2024-03-31 | $412k | 9.8k | 42.12 |
| 2023-12-31 | $368k | 9.8k | 37.60 |