Financial Select Sector SPDR shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3k | 154 | 53.75 |
| 2025-06-30 | $8.0k | 154 | 52.25 |
| 2025-03-31 | $7.7k | 154 | 49.70 |
| 2023-12-31 | $5.8k | 153 | 37.62 |
More positions owned by Morton Brown Family Wealth
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