Financial Select Sector SPDR shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $415k | 8.0k | 51.70 |
| 2024-09-30 | $429k | 9.5k | 45.32 |
| 2024-06-30 | $464k | 11k | 41.11 |
| 2024-03-31 | $413k | 9.8k | 42.12 |
| 2023-12-31 | $238k | 6.3k | 37.60 |
| 2023-09-30 | $206k | 6.2k | 33.17 |
| 2023-06-30 | $210k | 6.2k | 33.71 |
| 2022-12-31 | $245k | 7.2k | 34.20 |
| 2022-09-30 | $416k | 14k | 30.36 |
| 2019-09-30 | $4 | 169 | 0.02 |
| 2019-06-30 | $3.0k | 114 | 26.32 |
| 2019-03-31 | $12k | 448 | 26.95 |
| 2018-12-31 | $13k | 516 | 25.19 |
| 2018-09-30 | $11k | 414 | 26.57 |
| 2018-06-30 | $13k | 504 | 25.79 |
| 2018-03-31 | $14k | 504 | 27.78 |
| 2017-12-31 | $11k | 414 | 26.57 |