Financial Select Sector SPDR shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 29k | 45.32 |
| 2024-06-30 | $2.2M | 53k | 41.11 |
| 2024-03-31 | $2.3M | 54k | 42.12 |
| 2022-09-30 | $470k | 16k | 30.39 |
| 2022-06-30 | $493k | 16k | 31.46 |
| 2022-03-31 | $1.1M | 28k | 38.31 |
| 2021-12-31 | $3.7M | 95k | 39.05 |