Financial Select Sector SPDR shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by D.B. Root & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $640k | 12k | 53.87 |
| 2025-06-30 | $1.3M | 25k | 52.37 |
| 2025-03-31 | $1.6M | 31k | 49.81 |
| 2024-12-31 | $852k | 18k | 48.33 |
| 2024-09-30 | $799k | 18k | 45.32 |
| 2024-06-30 | $542k | 13k | 41.11 |
| 2024-03-31 | $563k | 13k | 42.12 |
| 2023-12-31 | $553k | 15k | 37.60 |
| 2023-09-30 | $280k | 8.4k | 33.17 |
| 2023-06-30 | $342k | 10k | 33.71 |
| 2023-03-31 | $341k | 11k | 32.15 |
| 2022-12-31 | $362k | 11k | 34.20 |
| 2022-09-30 | $314k | 10k | 30.34 |
| 2022-06-30 | $721k | 23k | 31.43 |
| 2022-03-31 | $830k | 22k | 38.29 |
| 2021-12-31 | $430k | 11k | 38.99 |
| 2021-09-30 | $1.0M | 27k | 37.49 |
| 2021-06-30 | $949k | 26k | 36.66 |
| 2021-03-31 | $871k | 26k | 34.03 |
| 2020-12-31 | $680k | 23k | 29.48 |
| 2020-09-30 | $576k | 24k | 24.06 |
| 2020-06-30 | $533k | 23k | 23.11 |
| 2020-03-31 | $559k | 27k | 20.80 |
| 2019-12-31 | $1.4M | 46k | 30.77 |
| 2019-09-30 | $679k | 24k | 27.99 |
| 2019-06-30 | $667k | 24k | 27.59 |
| 2019-03-31 | $661k | 26k | 25.70 |
| 2018-12-31 | $871k | 32k | 27.58 |
| 2018-09-30 | $871k | 32k | 27.58 |
| 2018-06-30 | $902k | 34k | 26.60 |
| 2018-03-31 | $1.9M | 68k | 27.57 |
| 2017-12-31 | $1.4M | 50k | 27.92 |