Financial Select Sector SPDR shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 27k | 53.87 |
| 2025-06-30 | $1.4M | 27k | 52.37 |
| 2025-03-31 | $1.4M | 28k | 49.81 |
| 2024-12-31 | $1.3M | 28k | 48.33 |
| 2024-09-30 | $1.2M | 27k | 45.32 |
| 2024-06-30 | $1.1M | 27k | 41.11 |
| 2024-03-31 | $1.2M | 27k | 42.12 |
| 2023-12-31 | $1.0M | 27k | 37.61 |
| 2023-09-30 | $847k | 26k | 33.17 |
| 2023-06-30 | $825k | 25k | 33.73 |
| 2023-03-31 | $824k | 26k | 32.15 |
| 2022-12-31 | $850k | 25k | 34.18 |
| 2022-09-30 | $802k | 26k | 30.35 |
| 2022-06-30 | $832k | 27k | 31.45 |
| 2022-03-31 | $986k | 26k | 38.32 |
| 2021-12-31 | $1.0M | 26k | 39.05 |
| 2021-09-30 | $968k | 26k | 37.54 |
| 2021-06-30 | $945k | 26k | 36.68 |
| 2021-03-31 | $865k | 25k | 34.04 |
| 2020-12-31 | $610k | 21k | 29.47 |
More positions owned by Tradition Wealth Management
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