Financial Select Sector SPDR shares owned by SWMG
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by SWMG
from 13F filings
Historical chart of SWMG investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by SWMG consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by SWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $707k | 14k | 52.54 |
| 2025-06-30 | $806k | 15k | 53.07 |
| 2025-03-31 | $693k | 14k | 48.02 |
| 2024-12-31 | $785k | 16k | 50.41 |
| 2024-09-30 | $760k | 15k | 49.77 |
| 2024-06-30 | $589k | 14k | 41.11 |
| 2024-03-31 | $560k | 13k | 42.12 |
| 2023-12-31 | $457k | 12k | 37.60 |
| 2023-09-30 | $350k | 11k | 33.17 |
| 2023-06-30 | $289k | 8.6k | 33.71 |