Financial Select Sector SPDR shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Taylor & Morgan Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by Taylor & Morgan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $918k | 19k | 48.33 |
| 2024-09-30 | $780k | 17k | 45.32 |
| 2024-06-30 | $705k | 17k | 41.11 |
| 2024-03-31 | $749k | 18k | 42.12 |
| 2023-12-31 | $722k | 19k | 37.60 |
| 2023-09-30 | $617k | 19k | 33.17 |
| 2023-06-30 | $625k | 19k | 33.71 |
| 2023-03-31 | $603k | 19k | 32.15 |
| 2022-12-31 | $644k | 19k | 34.20 |
| 2022-09-30 | $599k | 20k | 30.38 |
| 2022-06-30 | $624k | 20k | 31.45 |
| 2022-03-31 | $770k | 20k | 38.34 |
| 2021-12-31 | $764k | 20k | 39.07 |
More positions owned by Taylor & Morgan Wealth Management
View all positions for Taylor & Morgan Wealth Management