Financial Select Sector SPDR shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern 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 Modern 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $34M | 637k | 53.61 |
| 2026-03-31 | $1.0M | 21k | 49.44 |
| 2025-12-31 | $2.4M | 43k | 54.77 |
| 2025-09-30 | $1.1M | 20k | 53.87 |
| 2025-06-30 | $1.1M | 20k | 52.37 |
| 2025-03-31 | $936k | 19k | 49.81 |
| 2024-12-31 | $891k | 18k | 48.33 |