Financial Select Sector SPDR shares owned by SkyOak Wealt
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by SkyOak Wealt
from 13F filings
Historical chart of SkyOak Wealt investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by SkyOak Wealt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $377k | 6.9k | 54.77 |
| 2025-09-30 | $371k | 6.9k | 53.87 |
| 2025-06-30 | $360k | 6.9k | 52.37 |
| 2025-03-31 | $517k | 10k | 49.81 |
| 2024-12-31 | $503k | 10k | 48.33 |
| 2021-06-30 | $7.1M | 193k | 36.69 |
| 2021-03-31 | $7.0M | 194k | 35.94 |
| 2020-12-31 | $5.0M | 169k | 29.48 |
| 2020-09-30 | $431k | 18k | 24.09 |
| 2020-06-30 | $450k | 20k | 23.13 |
| 2020-03-31 | $553k | 27k | 20.83 |
| 2019-12-31 | $7.0M | 229k | 30.78 |