Financial Select Sector SPDR shares owned by WealthBridge Capital Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by WealthBridge Capital Management
from 13F filings
Historical chart of WealthBridge Capital Management investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by WealthBridge Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Financial Select Sector SPDR by WealthBridge Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $700k | 13k | 53.87 |
| 2025-06-30 | $726k | 14k | 52.37 |
| 2025-03-31 | $748k | 15k | 49.81 |
| 2024-12-31 | $664k | 14k | 48.33 |
| 2024-09-30 | $632k | 14k | 45.32 |
| 2024-06-30 | $569k | 14k | 41.11 |
| 2024-03-31 | $553k | 13k | 42.12 |
| 2023-12-31 | $418k | 11k | 37.60 |
| 2023-09-30 | $499k | 15k | 33.17 |
| 2023-06-30 | $590k | 18k | 33.71 |
| 2023-03-31 | $555k | 17k | 32.15 |
| 2022-12-31 | $527k | 15k | 34.20 |
| 2022-09-30 | $509k | 16k | 31.45 |
| 2022-06-30 | $509k | 16k | 31.45 |
| 2022-03-31 | $652k | 17k | 38.34 |
| 2021-12-31 | $626k | 16k | 39.07 |
| 2021-09-30 | $644k | 17k | 37.53 |
| 2021-06-30 | $713k | 19k | 36.69 |
| 2021-03-31 | $453k | 13k | 34.02 |
| 2020-06-30 | $314k | 15k | 20.80 |
| 2020-03-31 | $314k | 15k | 20.80 |
| 2019-12-31 | $2.3M | 74k | 30.78 |
| 2019-09-30 | $2.3M | 83k | 28.00 |
| 2019-06-30 | $2.2M | 92k | 23.82 |
| 2019-03-31 | $2.5M | 90k | 27.29 |
| 2018-12-31 | $2.2M | 92k | 23.82 |
More positions owned by WealthBridge Capital Management
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