Financial Select Sector SPDR shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.2M | 113k | 54.77 |
| 2025-09-30 | $5.7M | 105k | 53.87 |
| 2025-06-30 | $5.8M | 111k | 52.37 |
| 2025-03-31 | $5.6M | 112k | 49.81 |
| 2024-12-31 | $3.5M | 73k | 48.33 |
| 2019-09-30 | $16k | 579 | 27.63 |
| 2018-09-30 | $3.9M | 141k | 27.58 |
| 2018-06-30 | $2.8M | 105k | 26.59 |
| 2018-03-31 | $3.6M | 131k | 27.57 |
| 2017-12-31 | $3.6M | 127k | 27.91 |
| 2017-09-30 | $2.9M | 112k | 25.86 |
| 2017-06-30 | $2.5M | 102k | 24.67 |
| 2017-03-31 | $1.8M | 77k | 23.73 |
| 2016-12-31 | $1.6M | 70k | 23.25 |
| 2016-09-30 | $218k | 11k | 19.33 |
| 2016-06-30 | $411k | 18k | 22.87 |
| 2016-03-31 | $398k | 18k | 22.52 |
| 2015-12-31 | $319k | 13k | 23.82 |
| 2015-09-30 | $323k | 14k | 22.68 |