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Financial Select Sector SPDR shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 50k 45.32
2024-06-30 $2.0M 49k 41.11
2024-03-31 $2.0M 48k 42.12
2023-12-31 $1.8M 47k 37.60
2023-09-30 $1.6M 48k 33.17
2023-06-30 $1.6M 47k 33.71
2023-03-31 $1.6M 49k 32.15
2022-12-31 $714k 21k 34.20
2022-09-30 $674k 22k 30.35
2022-06-30 $650k 21k 31.44
2022-03-31 $763k 20k 38.35
2021-12-31 $795k 20k 39.05
2021-09-30 $742k 20k 37.54
2021-06-30 $802k 22k 36.69
2021-03-31 $590k 17k 34.07
2020-12-31 $447k 15k 29.45
2020-09-30 $350k 15k 24.07
2020-06-30 $412k 18k 23.16
2020-03-31 $280k 14k 20.80
2019-12-31 $383k 12k 30.81
2019-09-30 $315k 11k 28.02
2019-06-30 $219k 7.9k 27.63
2019-03-31 $280k 11k 25.73