Financial Select Sector SPDR shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $234k | 4.7k | 49.37 |
| 2025-12-31 | $269k | 4.9k | 54.77 |
| 2025-09-30 | $375k | 7.0k | 53.87 |
| 2025-06-30 | $227k | 4.3k | 52.37 |
| 2023-03-31 | $265k | 8.3k | 31.90 |
| 2022-03-31 | $771k | 20k | 38.32 |
| 2021-12-31 | $876k | 22k | 39.05 |
More positions owned by National Wealth Management Group
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