Financial Select Sector SPDR shares owned by Worth Asset Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Worth Asset Management
from 13F filings
Historical chart of Worth Asset Management investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Worth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 26k | 45.32 |
| 2024-06-30 | $723k | 18k | 41.11 |
| 2024-03-31 | $1.4M | 34k | 42.13 |
| 2023-12-31 | $1.3M | 35k | 37.60 |
| 2023-09-30 | $1.0M | 30k | 33.17 |
| 2023-06-30 | $97k | 2.9k | 33.71 |
| 2023-03-31 | $94k | 2.9k | 32.15 |
| 2022-12-31 | $154k | 4.5k | 34.20 |
| 2022-09-30 | $88k | 2.9k | 30.45 |
| 2022-06-30 | $118k | 2.9k | 40.00 |
| 2022-03-31 | $2.0k | 50 | 40.00 |