Financial Select Sector SPDR shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 33k | 53.87 |
| 2025-06-30 | $1.7M | 33k | 52.37 |
| 2025-03-31 | $1.7M | 33k | 49.81 |
| 2024-12-31 | $1.7M | 36k | 48.33 |
| 2024-09-30 | $1.1M | 24k | 45.32 |
| 2024-06-30 | $1.0M | 25k | 41.11 |
| 2024-03-31 | $1.1M | 25k | 42.12 |
| 2023-09-30 | $1.2M | 37k | 33.17 |
| 2023-06-30 | $1.0M | 30k | 33.71 |
| 2023-03-31 | $1.0M | 32k | 32.15 |
| 2022-12-31 | $1.0M | 30k | 34.20 |
| 2022-09-30 | $882k | 29k | 30.35 |
| 2022-06-30 | $982k | 31k | 31.44 |
| 2022-03-31 | $1.2M | 32k | 38.31 |
| 2021-12-31 | $1.4M | 36k | 39.05 |
| 2021-09-30 | $1.4M | 37k | 37.53 |
| 2021-06-30 | $1.4M | 37k | 36.69 |
| 2021-03-31 | $1.1M | 34k | 34.06 |
| 2020-12-31 | $999k | 34k | 29.47 |
| 2020-09-30 | $816k | 34k | 24.06 |
| 2020-06-30 | $730k | 32k | 23.13 |
| 2020-03-31 | $737k | 35k | 20.82 |
| 2019-12-31 | $2.6M | 83k | 30.78 |
| 2019-09-30 | $2.4M | 87k | 28.00 |
More positions owned by Williams Jones Wealth Management
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