Financial Select Sector SPDR shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $947k | 25k | 37.60 |
| 2023-09-30 | $964k | 29k | 33.17 |
| 2023-06-30 | $1.0M | 30k | 33.71 |
| 2023-03-31 | $1.1M | 33k | 32.15 |
| 2022-12-31 | $1.4M | 40k | 34.20 |
| 2022-09-30 | $1.3M | 42k | 30.36 |
| 2022-06-30 | $1.4M | 44k | 31.46 |
| 2022-03-31 | $2.6M | 67k | 38.32 |
| 2021-12-31 | $2.0M | 50k | 39.04 |
| 2021-09-30 | $1.6M | 44k | 37.53 |
| 2021-06-30 | $1.6M | 44k | 36.69 |
| 2021-03-31 | $1.6M | 47k | 34.05 |
| 2020-12-31 | $1.5M | 53k | 29.49 |
| 2020-09-30 | $1.6M | 66k | 24.07 |
| 2020-06-30 | $1.5M | 63k | 23.13 |
| 2020-03-31 | $1.6M | 79k | 20.82 |
| 2019-12-31 | $3.6M | 116k | 30.78 |
| 2019-09-30 | $854k | 31k | 28.01 |
| 2019-06-30 | $1.2M | 43k | 27.61 |
| 2019-03-31 | $245k | 9.5k | 25.68 |
| 2018-03-31 | $3.0M | 108k | 27.57 |
| 2017-12-31 | $276k | 9.9k | 27.86 |
| 2017-09-30 | $4.1M | 160k | 25.86 |
| 2017-06-30 | $2.7M | 111k | 24.67 |
| 2016-09-30 | $252k | 13k | 19.34 |
| 2016-06-30 | $448k | 20k | 22.84 |
| 2016-03-31 | $580k | 26k | 22.48 |