Financial Select Sector SPDR shares owned by Waterway Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Waterway Wealth Management
from 13F filings
Historical chart of Waterway Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Waterway Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $418k | 7.8k | 53.87 |
| 2025-06-30 | $406k | 7.7k | 52.37 |
| 2025-03-31 | $1.9M | 38k | 49.81 |
| 2024-12-31 | $2.7M | 56k | 48.33 |
| 2024-09-30 | $2.5M | 56k | 45.32 |
| 2024-06-30 | $2.2M | 54k | 41.11 |
| 2024-03-31 | $2.1M | 49k | 42.12 |
| 2023-12-31 | $1.9M | 52k | 37.60 |
More positions owned by Waterway Wealth Management
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