Financial Select Sector SPDR shares owned by Wealth Effects
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 6.1k | 53.87 |
| 2025-06-30 | $312k | 6.0k | 52.37 |
| 2025-03-31 | $464k | 9.3k | 49.81 |
| 2024-12-31 | $527k | 11k | 48.33 |
| 2024-09-30 | $390k | 8.6k | 45.32 |
| 2024-06-30 | $284k | 6.9k | 41.11 |
| 2024-03-31 | $369k | 8.8k | 42.12 |
| 2023-12-31 | $414k | 11k | 37.60 |
| 2022-12-31 | $208k | 6.1k | 34.20 |
| 2022-03-31 | $238k | 6.2k | 38.33 |
| 2021-12-31 | $225k | 5.8k | 39.06 |