Financial Select Sector SPDR shares owned by WT Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by WT Wealth Management
from 13F filings
Historical chart of WT 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 WT 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 WT Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.0M | 84k | 47.62 |
2024-06-30 | $3.6M | 89k | 41.11 |
2024-03-31 | $3.8M | 90k | 42.12 |
2023-12-31 | $3.3M | 88k | 37.60 |
2022-06-30 | $2.2M | 71k | 31.45 |
2022-03-31 | $2.7M | 70k | 38.32 |
2021-12-31 | $2.8M | 72k | 39.05 |
2021-09-30 | $1.8M | 49k | 37.53 |
2021-06-30 | $1.4M | 38k | 36.69 |
2021-03-31 | $721k | 21k | 34.04 |
2019-12-31 | $779k | 25k | 30.74 |
2019-09-30 | $663k | 24k | 28.00 |