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Financial Select Sector SPDR shares owned by Oak Harbor Wealth Partners

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Oak Harbor Wealth Partners from 13F filings

Historical chart of Oak Harbor Wealth Partners investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $88k 1.9k 45.32
2024-06-30 $80k 1.9k 41.11
2024-03-31 $82k 1.9k 42.12
2023-12-31 $73k 1.9k 37.60
2023-09-30 $7.6k 230 33.17
2023-06-30 $7.8k 230 33.71
2023-03-31 $7.4k 230 32.15
2022-12-31 $7.9k 230 34.20
2022-09-30 $7.0k 230 30.43
2022-06-30 $7.0k 230 30.43
2022-03-31 $9.0k 230 39.13
2021-12-31 $9.0k 230 39.13