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Financial Select Sector SPDR shares owned by Donaldson Capital Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Donaldson Capital Management from 13F filings

Historical chart of Donaldson Capital Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Donaldson Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $884k 16k 53.87
2025-06-30 $803k 15k 52.37
2025-03-31 $763k 15k 49.81
2024-12-31 $680k 14k 48.33
2024-09-30 $211k 4.7k 45.32
2023-12-31 $1.7M 45k 37.60
2023-03-31 $239k 7.4k 32.15
2022-12-31 $3.5M 103k 34.20
2022-09-30 $315k 10k 30.41
2022-06-30 $314k 10k 31.46
2022-03-31 $419k 11k 38.28
2021-12-31 $421k 11k 39.02
2021-09-30 $398k 11k 37.51
2021-06-30 $455k 12k 36.67
2021-03-31 $532k 16k 34.08
2020-06-30 $240k 10k 23.19
2019-12-31 $456k 15k 30.79
2019-09-30 $423k 15k 27.99
2019-06-30 $467k 17k 27.58
2019-03-31 $621k 24k 25.70
2018-12-31 $622k 26k 23.81
2018-09-30 $297k 11k 27.55
2018-06-30 $287k 11k 26.59
2018-03-31 $294k 11k 27.59
2017-12-31 $264k 9.5k 27.92
2017-09-30 $253k 9.8k 25.87
2017-06-30 $226k 9.2k 24.65
2017-03-31 $222k 9.3k 23.76
2016-12-31 $475k 20k 23.23
2016-09-30 $200k 10k 19.27
2016-06-30 $342k 15k 22.83
2016-03-31 $574k 26k 22.49
2015-12-31 $916k 39k 23.82
2015-09-30 $1.0M 44k 22.65
2015-06-30 $847k 35k 24.39
2015-03-31 $775k 32k 24.12
2014-12-31 $1.0M 41k 24.72
2014-09-30 $247k 11k 23.22

More positions owned by Donaldson Capital Management

Karman Hldgs Common Stock (KRMN)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Communication (XLC)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Ishares Semicdtr (SOXX)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Morgan Stanley Com New (MS)
Fastenal Company (FAST)
Merck & Co (MRK)
Exxon Mobil Corporation (XOM)

View all positions for Donaldson Capital Management

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