Financial Select Sector SPDR shares owned by Penobscot Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Penobscot Wealth Management
from 13F filings
Historical chart of Penobscot Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Penobscot Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 23k | 53.87 |
| 2025-06-30 | $1.3M | 26k | 52.37 |
| 2025-03-31 | $1.1M | 22k | 49.81 |
| 2024-12-31 | $810k | 17k | 48.35 |
| 2024-09-30 | $787k | 17k | 45.29 |
| 2024-06-30 | $756k | 18k | 41.56 |
| 2024-03-31 | $818k | 19k | 42.14 |
| 2023-12-31 | $891k | 24k | 37.60 |
| 2023-09-30 | $829k | 25k | 33.17 |
| 2023-06-30 | $828k | 25k | 33.71 |
| 2023-03-31 | $765k | 24k | 32.14 |
| 2022-12-31 | $844k | 25k | 34.20 |
| 2022-09-30 | $769k | 25k | 30.37 |
| 2022-06-30 | $807k | 26k | 31.46 |
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