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Financial Select Sector SPDR shares owned by Burke & Herbert Bank & Trust

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Burke & Herbert Bank & Trust from 13F filings

Historical chart of Burke & Herbert Bank & Trust investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Burke & Herbert Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Burke & Herbert Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 41k 53.87
2025-06-30 $2.3M 43k 52.37
2025-03-31 $2.1M 43k 49.81
2024-12-31 $2.1M 43k 48.33
2024-09-30 $1.9M 43k 45.32
2024-06-30 $1.8M 43k 41.11

More positions owned by Burke & Herbert Bank & Trust

Spdr S&p 500 Etf Trust Other (SPY)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Burke & Herbert Finl Svcs Corp Common (BHRB)
Ishares Msci Eafe Etf Other (EFA)
Ishares S &p Small Cap 600 Other (IJR)
Invesco Exchange Traded Fd S &p Equal Weight Other (RSP)
Johnson & Johnson Common (JNJ)
Ishares Tr Core S&p Mcp Etf Other (IJH)
Exxon Mobil Corp Common (XOM)
Invesco Qqq Tr Unit Ser 1 Other (QQQ)
Ishares S &p 500 Index Fund Other (IVV)
Procter & Gamble Common (PG)
Lilly Eli & Co Common (LLY)
Ishares Core Us Aggregate Other (AGG)

View all positions for Burke & Herbert Bank & Trust

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR