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
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Donaldson Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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