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
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |