Financial Select Sector SPDR shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 26k | 45.32 |
| 2024-06-30 | $1.1M | 27k | 41.11 |
| 2024-03-31 | $1.1M | 27k | 42.12 |
| 2023-12-31 | $1.0M | 27k | 37.60 |
| 2023-09-30 | $829k | 25k | 33.17 |
| 2023-06-30 | $874k | 26k | 33.71 |
| 2023-03-31 | $834k | 26k | 32.15 |
| 2022-12-31 | $799k | 23k | 34.20 |
| 2022-09-30 | $710k | 23k | 30.38 |
| 2022-06-30 | $735k | 23k | 31.45 |
| 2022-03-31 | $896k | 23k | 38.34 |
| 2021-12-31 | $665k | 17k | 39.07 |
| 2021-09-30 | $643k | 17k | 37.52 |
| 2021-06-30 | $625k | 17k | 36.69 |
| 2021-03-31 | $569k | 17k | 34.03 |
| 2020-12-31 | $476k | 16k | 29.43 |
| 2020-09-30 | $388k | 16k | 24.07 |
| 2020-06-30 | $373k | 16k | 23.14 |
| 2020-03-31 | $335k | 16k | 20.78 |
| 2019-12-31 | $496k | 16k | 30.77 |
| 2019-09-30 | $438k | 16k | 27.99 |
| 2019-06-30 | $431k | 16k | 27.54 |
| 2019-03-31 | $402k | 16k | 25.69 |
| 2018-12-31 | $372k | 16k | 23.77 |
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