Financial Select Sector SPDR shares owned by Essex Financial Services
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Essex Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 34k | 53.87 |
| 2025-06-30 | $1.8M | 35k | 52.37 |
| 2025-03-31 | $1.6M | 33k | 49.81 |
| 2024-12-31 | $1.5M | 32k | 48.33 |
| 2024-09-30 | $1.5M | 32k | 47.14 |
| 2024-06-30 | $1.4M | 33k | 41.11 |
| 2024-03-31 | $1.3M | 31k | 42.12 |
| 2023-12-31 | $1.1M | 28k | 37.60 |
| 2023-09-30 | $1.2M | 35k | 33.17 |
| 2023-06-30 | $959k | 28k | 33.71 |
| 2023-03-31 | $936k | 29k | 32.15 |
| 2022-12-31 | $1.0M | 30k | 34.19 |
| 2022-09-30 | $973k | 32k | 30.35 |
| 2022-06-30 | $1.0M | 32k | 31.44 |
| 2022-03-31 | $1.1M | 29k | 39.06 |
| 2021-12-31 | $1.1M | 29k | 39.06 |
| 2021-09-30 | $1.1M | 30k | 37.52 |
| 2021-06-30 | $752k | 22k | 34.03 |
| 2021-03-31 | $752k | 22k | 34.03 |
| 2020-12-31 | $420k | 14k | 29.45 |
| 2020-09-30 | $412k | 17k | 24.09 |
| 2020-06-30 | $365k | 16k | 23.12 |
| 2020-03-31 | $349k | 17k | 20.80 |
| 2019-12-31 | $401k | 13k | 30.75 |
| 2019-09-30 | $237k | 8.5k | 28.00 |
| 2018-12-31 | $345k | 15k | 23.83 |
| 2018-09-30 | $475k | 17k | 27.57 |
| 2018-06-30 | $459k | 17k | 26.61 |
| 2018-03-31 | $1.0M | 37k | 27.58 |
| 2017-12-31 | $587k | 21k | 27.90 |
| 2017-09-30 | $459k | 18k | 25.88 |
| 2017-06-30 | $748k | 30k | 24.67 |
| 2017-03-31 | $615k | 26k | 23.74 |
| 2016-12-31 | $531k | 23k | 23.24 |
| 2016-09-30 | $321k | 17k | 19.30 |
| 2016-06-30 | $380k | 17k | 22.84 |
| 2016-03-31 | $723k | 32k | 22.49 |
| 2015-12-31 | $587k | 25k | 23.83 |
| 2015-09-30 | $505k | 22k | 22.66 |
| 2015-06-30 | $545k | 22k | 24.39 |
| 2015-03-31 | $573k | 24k | 24.13 |
| 2014-12-31 | $534k | 22k | 24.73 |
| 2014-09-30 | $393k | 17k | 23.16 |
| 2014-06-30 | $391k | 17k | 22.77 |
| 2014-03-31 | $369k | 17k | 22.33 |
| 2013-12-31 | $307k | 14k | 21.89 |