Financial Select Sector SPDR shares owned by SlateStone Wealth
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by SlateStone Wealth
from 13F filings
Historical chart of SlateStone Wealth investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by SlateStone Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $328k | 6.1k | 53.81 |
| 2025-06-30 | $319k | 6.1k | 52.34 |
| 2025-03-31 | $379k | 7.6k | 49.79 |
| 2024-12-31 | $412k | 8.5k | 48.32 |
| 2024-09-30 | $386k | 8.5k | 45.27 |
| 2024-06-30 | $351k | 8.5k | 41.16 |
| 2024-03-31 | $359k | 8.5k | 42.10 |
| 2023-12-31 | $321k | 8.5k | 37.65 |
| 2023-09-30 | $283k | 8.5k | 33.19 |
| 2023-06-30 | $287k | 8.5k | 33.66 |
| 2023-03-31 | $274k | 8.5k | 32.13 |
| 2022-12-31 | $298k | 8.7k | 34.20 |
| 2022-09-30 | $231k | 7.6k | 30.37 |
| 2022-06-30 | $239k | 7.6k | 31.42 |
| 2022-03-31 | $231k | 6.0k | 38.33 |
| 2021-12-31 | $235k | 6.0k | 38.99 |
| 2021-09-30 | $226k | 6.0k | 37.50 |
| 2021-06-30 | $221k | 6.0k | 36.67 |
| 2021-03-31 | $205k | 6.0k | 34.01 |