Financial Select Sector SPDR shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Financial Select Sector SPDR by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $771k | 14k | 53.61 |
| 2025-03-31 | $1.1M | 21k | 49.81 |
| 2024-12-31 | $1.2M | 25k | 48.33 |
| 2024-09-30 | $930k | 21k | 45.32 |
| 2024-06-30 | $791k | 19k | 41.11 |
| 2024-03-31 | $828k | 20k | 42.12 |
| 2022-12-31 | $2.1M | 60k | 34.20 |
| 2022-09-30 | $453k | 15k | 30.34 |
| 2022-06-30 | $438k | 14k | 31.43 |
| 2022-03-31 | $490k | 13k | 38.34 |
| 2021-12-31 | $1.5M | 39k | 39.05 |
| 2021-09-30 | $1.6M | 44k | 37.53 |
| 2021-06-30 | $1.4M | 39k | 36.68 |
| 2021-03-31 | $1.2M | 35k | 34.06 |
| 2020-12-31 | $1.3M | 44k | 29.48 |
| 2020-09-30 | $1.0k | 44k | 0.02 |
| 2019-12-31 | $1.4M | 44k | 30.78 |
| 2019-09-30 | $1.3M | 47k | 27.99 |