Financial Select Sector SPDR shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $222k | 4.9k | 45.32 |
| 2023-12-31 | $164k | 4.4k | 37.60 |
| 2022-06-30 | $142k | 4.5k | 31.45 |
| 2022-03-31 | $214k | 5.6k | 38.22 |
| 2021-12-31 | $215k | 5.5k | 39.07 |
| 2021-09-30 | $207k | 5.5k | 37.62 |
| 2021-06-30 | $202k | 5.5k | 36.71 |
| 2021-03-31 | $187k | 5.5k | 33.98 |
| 2020-12-31 | $153k | 5.2k | 29.43 |
| 2020-09-30 | $121k | 5.0k | 23.97 |
| 2020-06-30 | $117k | 5.0k | 23.18 |
More positions owned by Rockbridge Investment Management, LCC
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