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Financial Select Sector SPDR shares owned by Berkshire Money Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Berkshire Money Management from 13F filings

Historical chart of Berkshire Money 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 Berkshire Money 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 Berkshire Money Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 3.9k 54.78
2025-06-30 $98k 1.9k 52.36
2022-03-31 $3.8M 100k 38.32
2020-03-31 $6.0k 274 21.90
2018-06-30 $2.6M 97k 26.67
2018-03-31 $3.0M 107k 27.57
2017-12-31 $2.3M 81k 27.91
2017-09-30 $2.1M 78k 26.60
2017-06-30 $1.9M 79k 24.67
2017-03-31 $1.9M 79k 23.73
2016-12-31 $1.8M 80k 23.24
2015-12-31 $8.5M 358k 23.83
2015-09-30 $8.9M 360k 24.73
2015-06-30 $8.6M 354k 24.38
2015-03-31 $8.6M 356k 24.11
2014-12-31 $9.1M 367k 24.73
2014-09-30 $8.1M 348k 23.17
2014-06-30 $7.7M 338k 22.74
2014-03-31 $7.6M 341k 22.34
2013-12-31 $7.2M 330k 21.86
2013-09-30 $8.9M 449k 19.90
2013-06-30 $385k 7.7M 0.05
2013-03-31 $349k 7.0M 0.05