Financial Select Sector SPDR shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Prestige Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.0M | 27k | 37.60 |
2023-09-30 | $132k | 4.0k | 33.17 |
2023-06-30 | $11M | 323k | 33.71 |
2023-03-31 | $9.2M | 286k | 32.15 |
2022-12-31 | $9.6M | 281k | 34.20 |
2022-09-30 | $8.5M | 278k | 30.59 |
2022-06-30 | $7.5M | 240k | 31.45 |
2022-03-31 | $8.5M | 223k | 38.32 |
2021-12-31 | $171k | 4.4k | 38.98 |
2021-09-30 | $181k | 4.8k | 37.51 |
2021-06-30 | $220k | 6.0k | 36.76 |
2021-03-31 | $1.2M | 36k | 34.05 |
2020-12-31 | $1.7M | 58k | 29.48 |
2020-09-30 | $4.5M | 186k | 24.07 |
2020-06-30 | $4.8M | 207k | 23.14 |
2020-03-31 | $2.3M | 113k | 20.82 |
2019-12-31 | $83k | 2.7k | 30.76 |
2019-09-30 | $32k | 1.1k | 28.12 |
2019-06-30 | $48k | 1.7k | 27.86 |
2019-03-31 | $44k | 1.7k | 25.54 |
2018-12-31 | $41k | 1.7k | 23.78 |
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