Financial Select Sector SPDR shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 20k | 53.87 |
| 2025-06-30 | $1.4M | 26k | 52.37 |
| 2025-03-31 | $1.3M | 27k | 49.81 |
| 2024-12-31 | $1.3M | 27k | 48.33 |
| 2024-09-30 | $1.3M | 29k | 45.32 |
| 2024-06-30 | $1.1M | 28k | 41.11 |
| 2024-03-31 | $1.2M | 28k | 42.12 |
| 2023-12-31 | $1.2M | 30k | 39.77 |
| 2023-09-30 | $1.2M | 35k | 33.17 |
| 2023-06-30 | $1.4M | 40k | 33.71 |
| 2023-03-31 | $1.4M | 42k | 32.14 |
| 2022-12-31 | $1.5M | 43k | 34.21 |
| 2022-09-30 | $1.4M | 46k | 30.37 |
| 2022-06-30 | $1.5M | 48k | 31.45 |
| 2022-03-31 | $2.2M | 58k | 38.31 |
| 2021-12-31 | $2.2M | 55k | 39.06 |
| 2021-09-30 | $1.9M | 51k | 37.54 |
| 2021-06-30 | $1.5M | 40k | 36.70 |
| 2021-03-31 | $1.0M | 30k | 34.04 |
| 2020-12-31 | $706k | 24k | 29.47 |
| 2020-09-30 | $668k | 28k | 24.07 |
| 2020-06-30 | $700k | 30k | 23.15 |
| 2020-03-31 | $706k | 34k | 20.81 |
| 2019-12-31 | $1.3M | 42k | 30.78 |
| 2019-09-30 | $1.2M | 43k | 28.00 |
| 2019-06-30 | $1.2M | 44k | 27.61 |
| 2019-03-31 | $1.2M | 45k | 25.71 |
| 2018-12-31 | $1.1M | 47k | 23.82 |
| 2018-09-30 | $1.3M | 47k | 27.59 |
| 2018-06-30 | $1.3M | 47k | 26.58 |
| 2018-03-31 | $1.4M | 50k | 27.57 |
| 2017-12-31 | $1.3M | 48k | 27.92 |
| 2017-09-30 | $1.3M | 49k | 25.86 |
| 2017-06-30 | $1.6M | 67k | 24.68 |
| 2017-03-31 | $1.2M | 52k | 23.72 |
| 2016-12-31 | $1.3M | 55k | 23.25 |
| 2016-09-30 | $1.1M | 56k | 19.30 |
| 2016-06-30 | $1.3M | 56k | 22.85 |
| 2016-03-31 | $1.3M | 58k | 22.50 |
| 2015-12-31 | $1.4M | 59k | 23.83 |
| 2015-09-30 | $1.4M | 60k | 22.66 |
| 2015-06-30 | $1.7M | 69k | 24.37 |
| 2015-03-31 | $1.8M | 74k | 24.11 |
| 2014-12-31 | $1.9M | 76k | 24.73 |
| 2014-09-30 | $1.8M | 76k | 23.17 |
| 2014-06-30 | $1.7M | 76k | 22.74 |
| 2014-03-31 | $433k | 19k | 22.32 |
| 2013-12-31 | $389k | 18k | 21.85 |
| 2013-09-30 | $211k | 11k | 19.91 |
More positions owned by D L Carlson Investment Group
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