Financial Select Sector SPDR shares owned by One Wealth Management Investment & Advisory Services
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by One Wealth Management Investment & Advisory Services
from 13F filings
Historical chart of One Wealth Management Investment & Advisory Services investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by One Wealth Management Investment & Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by One Wealth Management Investment & Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $407k | 8.4k | 48.33 |
| 2024-09-30 | $382k | 8.4k | 45.32 |
| 2024-06-30 | $337k | 8.2k | 41.11 |
| 2024-03-31 | $334k | 7.9k | 42.12 |
| 2023-12-31 | $270k | 7.2k | 37.60 |
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