Financial Select Sector SPDR shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $215k | 6.5k | 33.17 |
| 2023-06-30 | $237k | 7.0k | 33.71 |
| 2023-03-31 | $294k | 8.6k | 34.20 |
| 2022-12-31 | $294k | 8.6k | 34.20 |
| 2022-09-30 | $270k | 8.9k | 30.31 |
| 2022-06-30 | $271k | 8.6k | 31.48 |
| 2022-03-31 | $330k | 8.6k | 38.34 |
| 2021-12-31 | $358k | 9.2k | 39.05 |
| 2021-09-30 | $363k | 9.7k | 37.55 |
| 2021-06-30 | $355k | 9.7k | 36.72 |
| 2021-03-31 | $201k | 5.9k | 33.98 |
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