Financial Select Sector SPDR shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $633k | 15k | 41.11 |
| 2024-03-31 | $649k | 15k | 42.12 |
| 2023-12-31 | $579k | 15k | 37.60 |
| 2023-09-30 | $508k | 15k | 33.17 |
| 2023-06-30 | $680k | 20k | 33.71 |
| 2023-03-31 | $706k | 22k | 32.15 |
| 2022-12-31 | $1.3M | 38k | 34.20 |
| 2022-09-30 | $1.5M | 49k | 30.36 |
| 2022-06-30 | $2.2M | 70k | 31.45 |
| 2022-03-31 | $3.0M | 79k | 38.32 |
| 2021-12-31 | $2.9M | 73k | 39.05 |
| 2021-09-30 | $2.6M | 69k | 37.53 |
| 2021-06-30 | $2.5M | 67k | 36.69 |
| 2021-03-31 | $2.2M | 64k | 34.05 |
| 2020-12-31 | $1.9M | 64k | 29.48 |
| 2020-09-30 | $436k | 18k | 24.10 |
| 2020-06-30 | $409k | 18k | 23.16 |
| 2020-03-31 | $366k | 18k | 20.81 |
| 2019-12-31 | $618k | 20k | 30.77 |
| 2019-09-30 | $562k | 20k | 27.98 |
| 2019-06-30 | $403k | 15k | 27.63 |
| 2019-03-31 | $426k | 17k | 25.72 |
| 2018-12-31 | $434k | 18k | 23.83 |