Financial Select Sector SPDR shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $904k | 20k | 45.32 |
| 2024-06-30 | $822k | 20k | 41.11 |
| 2024-03-31 | $841k | 20k | 42.12 |
| 2023-12-31 | $750k | 20k | 37.60 |
| 2023-09-30 | $662k | 20k | 33.17 |
| 2023-06-30 | $673k | 20k | 33.71 |
| 2023-03-31 | $642k | 20k | 32.15 |
| 2022-12-31 | $683k | 20k | 34.20 |
| 2022-09-30 | $606k | 20k | 30.37 |
| 2022-06-30 | $628k | 20k | 31.47 |
| 2022-03-31 | $676k | 18k | 38.32 |
| 2021-12-31 | $688k | 18k | 39.07 |