Financial Select Sector SPDR shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 93k | 53.87 |
| 2025-06-30 | $4.2M | 80k | 52.37 |
| 2025-03-31 | $4.6M | 92k | 49.81 |
| 2024-12-31 | $4.1M | 81k | 49.81 |
| 2024-09-30 | $2.0M | 45k | 45.32 |
| 2024-06-30 | $1.9M | 47k | 41.11 |
| 2024-03-31 | $1.9M | 46k | 42.12 |
| 2023-12-31 | $1.7M | 44k | 37.60 |
| 2023-09-30 | $1.0M | 31k | 33.17 |
| 2023-06-30 | $1.1M | 33k | 33.71 |
| 2023-03-31 | $881k | 27k | 32.15 |
| 2022-12-31 | $1.0M | 29k | 34.20 |
| 2021-09-30 | $238k | 6.3k | 37.50 |
| 2020-12-31 | $62k | 2.1k | 29.65 |
| 2018-09-30 | $265k | 9.6k | 27.55 |
| 2017-06-30 | $28k | 1.1k | 24.45 |
| 2017-03-31 | $27k | 1.1k | 23.58 |
| 2016-12-31 | $29k | 1.1k | 25.33 |
| 2016-09-30 | $22k | 1.1k | 19.21 |