Financial Select Sector SPDR shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $366k | 6.7k | 54.77 |
| 2025-09-30 | $482k | 8.9k | 53.87 |
| 2025-06-30 | $535k | 10k | 52.37 |
| 2025-03-31 | $413k | 8.3k | 49.81 |
| 2024-12-31 | $514k | 11k | 48.33 |
| 2023-12-31 | $117k | 3.1k | 37.60 |
| 2023-09-30 | $48k | 1.5k | 33.17 |
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