Financial Select Sector SPDR shares owned by PRW Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $335k | 11k | 32.01 |
| 2023-03-31 | $364k | 11k | 33.17 |
| 2022-09-30 | $320k | 11k | 30.38 |
| 2022-06-30 | $270k | 8.6k | 31.36 |
| 2022-03-31 | $459k | 12k | 38.30 |
| 2021-12-31 | $330k | 8.4k | 39.10 |
| 2021-09-30 | $340k | 9.0k | 37.61 |
| 2021-06-30 | $204k | 5.6k | 36.62 |
| 2019-03-31 | $1.0k | 50 | 20.00 |
| 2018-12-31 | $1.0k | 50 | 20.00 |