Financial Select Sector SPDR shares owned by BFSG
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by BFSG
from 13F filings
Historical chart of BFSG investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by BFSG consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by BFSG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.4M | 62k | 54.77 |
| 2025-09-30 | $3.4M | 62k | 53.87 |
| 2025-06-30 | $3.3M | 63k | 52.37 |
| 2025-03-31 | $3.3M | 65k | 49.81 |
| 2024-12-31 | $3.2M | 67k | 48.33 |
| 2024-09-30 | $3.3M | 72k | 45.32 |
| 2024-06-30 | $3.2M | 78k | 41.11 |
| 2024-03-31 | $3.2M | 77k | 42.12 |
| 2023-12-31 | $2.6M | 69k | 37.60 |
| 2023-09-30 | $2.1M | 64k | 33.16 |
| 2023-06-30 | $1.5M | 45k | 33.70 |
| 2023-03-31 | $768k | 24k | 32.15 |
| 2022-12-31 | $628k | 18k | 34.20 |
| 2022-09-30 | $418k | 14k | 30.40 |
| 2022-06-30 | $343k | 11k | 31.44 |
| 2022-03-31 | $795k | 21k | 38.66 |
| 2021-12-31 | $378k | 9.7k | 39.07 |
| 2021-09-30 | $360k | 9.6k | 37.56 |
| 2021-03-31 | $300k | 8.8k | 34.09 |
| 2020-12-31 | $245k | 8.3k | 29.47 |
| 2019-12-31 | $281k | 9.1k | 30.74 |
| 2019-09-30 | $256k | 9.1k | 28.00 |
| 2019-06-30 | $272k | 9.8k | 27.64 |
| 2019-03-31 | $256k | 10k | 25.71 |
| 2018-12-31 | $240k | 10k | 23.83 |
| 2018-09-30 | $293k | 11k | 27.61 |
| 2018-06-30 | $282k | 11k | 26.58 |
| 2018-03-31 | $285k | 10k | 27.56 |
| 2017-12-31 | $281k | 10k | 27.90 |
| 2017-09-30 | $260k | 10k | 25.82 |
| 2017-06-30 | $246k | 10k | 24.67 |
| 2017-03-31 | $221k | 9.3k | 23.69 |