Financial Select Sector SPDR shares owned by Adviser Investments
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $903k | 17k | 53.87 |
| 2025-06-30 | $912k | 17k | 52.37 |
| 2025-03-31 | $912k | 18k | 49.81 |
| 2024-12-31 | $913k | 19k | 48.33 |
| 2024-09-30 | $914k | 20k | 45.32 |
| 2024-06-30 | $631k | 15k | 41.11 |
| 2024-03-31 | $666k | 16k | 42.12 |
| 2023-12-31 | $477k | 13k | 37.60 |
| 2023-09-30 | $496k | 15k | 33.17 |
| 2023-06-30 | $486k | 14k | 33.71 |
| 2021-06-30 | $218k | 5.9k | 36.67 |
| 2021-03-31 | $274k | 8.0k | 34.08 |
| 2019-12-31 | $3.3M | 108k | 30.78 |
| 2019-09-30 | $2.6M | 92k | 28.00 |
| 2019-03-31 | $1.4M | 56k | 25.71 |
| 2018-12-31 | $1.6M | 67k | 23.81 |
| 2018-09-30 | $2.6M | 95k | 27.58 |
| 2018-06-30 | $1.9M | 70k | 26.60 |
| 2018-03-31 | $5.8M | 210k | 27.57 |
| 2017-12-31 | $2.7M | 97k | 27.91 |
| 2017-09-30 | $5.9M | 230k | 25.86 |
| 2017-06-30 | $11M | 430k | 24.67 |
| 2017-03-31 | $12M | 498k | 23.73 |