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 |
|---|---|---|---|
| 2025-09-30 | $68k | 1.3k | 53.87 |
| 2025-06-30 | $66k | 1.3k | 52.35 |
| 2025-03-31 | $51k | 1.0k | 49.81 |
| 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 |