Financial Select Sector SPDR shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Wagner Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $50k | 1.0k | 48.35 |
2024-09-30 | $46k | 1.0k | 45.33 |
2024-06-30 | $42k | 1.0k | 41.13 |
2024-03-31 | $43k | 1.0k | 42.14 |
2023-12-31 | $38k | 1.0k | 37.58 |
2023-09-30 | $33k | 1.0k | 33.16 |
2023-06-30 | $34k | 1.0k | 33.71 |
2023-03-31 | $46k | 1.4k | 32.14 |
2022-12-31 | $86k | 2.5k | 34.21 |
2022-09-30 | $85k | 2.8k | 30.30 |
2022-06-30 | $105k | 3.4k | 31.32 |
2022-03-31 | $256k | 6.7k | 38.24 |
2021-12-31 | $143k | 3.7k | 39.05 |
2021-09-30 | $147k | 3.7k | 40.20 |
2021-06-30 | $319k | 8.7k | 36.66 |
2021-03-31 | $120k | 3.5k | 33.98 |
2020-12-31 | $97k | 3.3k | 29.50 |
2018-09-30 | $878k | 32k | 27.58 |
2018-06-30 | $711k | 27k | 26.58 |
2018-03-31 | $336k | 12k | 27.57 |
2017-12-31 | $292k | 10k | 28.96 |