Financial Select Sector SPDR shares owned by Western Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth 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 Western Wealth Management 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 Western Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $6.3M | 139k | 45.32 |
2024-06-30 | $4.5M | 111k | 41.11 |
2024-03-31 | $4.6M | 110k | 42.12 |
2023-12-31 | $4.1M | 109k | 37.60 |
2023-09-30 | $3.0M | 90k | 33.17 |
2023-06-30 | $3.0M | 89k | 33.71 |
2023-03-31 | $2.8M | 86k | 32.15 |
2022-12-31 | $2.7M | 79k | 34.20 |
2022-09-30 | $4.8M | 158k | 30.37 |
2022-06-30 | $5.5M | 174k | 31.49 |
2022-03-31 | $8.2M | 215k | 38.32 |
2021-12-31 | $3.5M | 90k | 39.16 |
2021-06-30 | $2.6M | 70k | 36.74 |
2021-03-31 | $1.5M | 45k | 34.06 |
2020-12-31 | $997k | 34k | 29.47 |
2020-09-30 | $872k | 36k | 24.08 |
2020-06-30 | $920k | 40k | 23.14 |
2020-03-31 | $961k | 46k | 20.71 |
2019-12-31 | $2.0M | 64k | 30.77 |
2019-09-30 | $1.8M | 66k | 26.96 |
2019-06-30 | $1.9M | 69k | 27.71 |
2019-03-31 | $1.7M | 65k | 25.77 |
2018-12-31 | $1.7M | 72k | 23.86 |