Financial Select Sector SPDR shares owned by Caldwell Trust
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $709k | 13k | 53.87 |
| 2021-12-31 | $813k | 21k | 39.05 |
| 2021-09-30 | $777k | 21k | 37.53 |
| 2021-06-30 | $759k | 21k | 36.69 |
| 2021-03-31 | $859k | 25k | 34.05 |
| 2020-12-31 | $565k | 19k | 29.48 |
| 2020-09-30 | $487k | 20k | 24.07 |
| 2020-06-30 | $710k | 31k | 23.14 |
| 2020-03-31 | $524k | 25k | 20.82 |
| 2019-12-31 | $780k | 25k | 30.78 |