Financial Select Sector SPDR shares owned by SMART Wealth
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by SMART Wealth
from 13F filings
Historical chart of SMART Wealth investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $521k | 9.7k | 53.87 |
| 2025-06-30 | $3.2M | 62k | 52.37 |
| 2025-03-31 | $2.7M | 55k | 49.81 |
| 2024-12-31 | $2.7M | 56k | 48.33 |
| 2024-09-30 | $2.2M | 48k | 45.32 |
| 2024-06-30 | $1.1M | 26k | 41.11 |
| 2024-03-31 | $905k | 22k | 42.12 |
| 2023-06-30 | $207k | 6.1k | 33.71 |
| 2022-12-31 | $411k | 12k | 34.20 |