Financial Select Sector SPDR shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.7M | 67k | 55.18 |
| 2025-09-30 | $3.4M | 64k | 53.87 |
| 2025-06-30 | $3.4M | 65k | 52.37 |
| 2025-03-31 | $1.5M | 30k | 49.81 |
| 2024-12-31 | $1.8M | 38k | 48.30 |
| 2024-09-30 | $1.5M | 34k | 45.08 |
| 2024-06-30 | $1.2M | 30k | 41.20 |
| 2024-03-31 | $348k | 8.3k | 42.12 |
| 2023-12-31 | $208k | 5.5k | 37.60 |
| 2023-03-31 | $304k | 9.5k | 32.15 |
| 2021-09-30 | $212k | 5.6k | 37.54 |
| 2019-06-30 | $206k | 7.5k | 27.55 |
| 2018-09-30 | $256k | 9.3k | 27.55 |
| 2018-06-30 | $377k | 14k | 26.57 |
| 2018-03-31 | $915k | 33k | 27.56 |
| 2017-12-31 | $505k | 18k | 27.89 |
| 2017-09-30 | $417k | 16k | 25.87 |
| 2017-06-30 | $355k | 14k | 24.69 |
| 2017-03-31 | $282k | 12k | 23.75 |