Financial Select Sector SPDR shares owned by Waldron
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $948k | 18k | 53.87 |
| 2025-06-30 | $922k | 18k | 52.37 |
| 2025-03-31 | $808k | 16k | 49.81 |
| 2024-12-31 | $562k | 12k | 48.33 |
| 2024-09-30 | $835k | 18k | 45.32 |
| 2024-06-30 | $757k | 18k | 41.11 |
| 2024-03-31 | $776k | 18k | 42.12 |
| 2023-12-31 | $692k | 18k | 37.58 |
| 2023-09-30 | $1.1M | 32k | 33.17 |
| 2023-06-30 | $1.1M | 33k | 33.69 |
| 2023-03-31 | $1.7M | 53k | 32.13 |
| 2022-12-31 | $2.0M | 67k | 30.35 |
| 2022-09-30 | $2.0M | 67k | 30.35 |
| 2022-06-30 | $2.2M | 69k | 31.44 |
| 2022-03-31 | $2.6M | 69k | 38.32 |
| 2021-12-31 | $1.7M | 43k | 39.05 |
| 2021-09-30 | $2.4M | 63k | 37.52 |
| 2021-06-30 | $3.3M | 91k | 36.68 |
| 2021-03-31 | $3.1M | 91k | 34.04 |
| 2020-12-31 | $2.7M | 91k | 29.47 |
| 2020-09-30 | $2.2M | 92k | 24.07 |
| 2020-06-30 | $2.2M | 95k | 23.14 |
| 2020-03-31 | $1.8M | 86k | 20.81 |
| 2019-12-31 | $519k | 17k | 30.72 |
| 2019-09-30 | $472k | 17k | 27.94 |
| 2019-06-30 | $565k | 21k | 27.60 |
| 2019-03-31 | $526k | 21k | 25.69 |
| 2018-12-31 | $487k | 21k | 23.79 |
| 2016-03-31 | $349k | 15k | 23.83 |
| 2015-12-31 | $349k | 15k | 23.83 |