Financial Select Sector SPDR shares owned by Peterson Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Peterson Wealth Management
from 13F filings
Historical chart of Peterson Wealth Management investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Peterson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Peterson Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $527k | 13k | 41.11 |
2024-03-31 | $620k | 15k | 42.12 |
2023-12-31 | $563k | 15k | 37.60 |
2023-09-30 | $988k | 30k | 33.17 |
2023-06-30 | $1.4M | 42k | 33.71 |
2023-03-31 | $1.5M | 46k | 32.15 |
2022-12-31 | $1.6M | 46k | 34.20 |
2022-09-30 | $1.4M | 47k | 30.35 |
2022-06-30 | $1.3M | 41k | 31.46 |
2022-03-31 | $1.7M | 45k | 38.33 |
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