Financial Select Sector SPDR shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $405k | 11k | 37.60 |
| 2023-09-30 | $352k | 11k | 33.17 |
| 2023-06-30 | $271k | 8.0k | 33.71 |
| 2023-03-31 | $248k | 7.7k | 32.15 |
| 2022-12-31 | $243k | 7.1k | 34.20 |
| 2022-09-30 | $219k | 7.2k | 30.37 |
| 2022-06-30 | $2.9M | 93k | 31.45 |
| 2022-03-31 | $4.9M | 129k | 38.32 |
| 2021-12-31 | $5.0M | 129k | 39.05 |
| 2021-09-30 | $5.0M | 133k | 37.53 |
| 2021-06-30 | $4.3M | 117k | 36.69 |
| 2021-03-31 | $4.2M | 124k | 34.05 |
| 2020-12-31 | $3.6M | 120k | 29.88 |
| 2020-09-30 | $2.7M | 111k | 24.07 |
| 2020-06-30 | $2.6M | 113k | 23.14 |
| 2020-03-31 | $1.2M | 57k | 20.82 |
| 2019-12-31 | $423k | 14k | 30.75 |
| 2019-09-30 | $403k | 14k | 29.34 |
| 2019-06-30 | $393k | 14k | 28.62 |
| 2019-03-31 | $361k | 14k | 25.73 |
| 2018-12-31 | $351k | 15k | 23.82 |