Tradition Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
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