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
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Wealth Effects
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |