Financial Select Sector SPDR shares owned by Gradient Investments
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44M | 821k | 53.87 |
| 2025-06-30 | $362k | 6.9k | 52.37 |
| 2025-03-31 | $314k | 6.3k | 49.81 |
| 2024-12-31 | $356k | 7.4k | 48.33 |
| 2024-09-30 | $313k | 6.9k | 45.32 |
| 2024-06-30 | $315k | 7.7k | 41.11 |
| 2024-03-31 | $342k | 8.1k | 42.12 |
| 2023-12-31 | $290k | 7.7k | 37.60 |
| 2023-09-30 | $252k | 7.6k | 33.17 |
| 2023-06-30 | $247k | 7.3k | 33.71 |
| 2023-03-31 | $128k | 4.0k | 32.15 |
| 2022-12-31 | $21k | 620 | 34.20 |
| 2022-09-30 | $18k | 585 | 30.77 |
| 2022-06-30 | $18k | 585 | 30.77 |
| 2022-03-31 | $31k | 814 | 38.08 |
| 2021-12-31 | $39k | 1.0k | 39.00 |
| 2021-09-30 | $36k | 951 | 37.85 |
| 2021-06-30 | $41k | 1.1k | 36.67 |
| 2021-03-31 | $33k | 961 | 34.34 |
| 2020-12-31 | $22k | 900 | 24.44 |
| 2020-09-30 | $22k | 900 | 24.44 |
| 2020-06-30 | $21k | 900 | 23.33 |
| 2020-03-31 | $5.0k | 240 | 20.83 |
| 2019-12-31 | $21k | 689 | 30.48 |
| 2019-09-30 | $57k | 2.0k | 28.18 |
| 2019-06-30 | $38k | 1.4k | 27.50 |
| 2019-03-31 | $40k | 1.6k | 25.41 |
| 2018-12-31 | $78k | 3.3k | 23.82 |
| 2018-09-30 | $144k | 5.2k | 27.55 |
| 2018-06-30 | $82k | 3.1k | 26.56 |
| 2018-03-31 | $60k | 2.2k | 27.65 |
| 2017-12-31 | $600k | 22k | 27.90 |
| 2017-09-30 | $733k | 28k | 25.87 |
| 2017-06-30 | $77k | 3.1k | 24.56 |
| 2017-03-31 | $86k | 3.6k | 23.67 |
| 2016-12-31 | $130k | 5.6k | 23.28 |
| 2016-09-30 | $438k | 23k | 19.28 |
| 2016-06-30 | $572k | 25k | 22.87 |
| 2016-03-31 | $628k | 28k | 22.50 |
| 2015-12-31 | $806k | 34k | 23.84 |
| 2015-09-30 | $50k | 2.2k | 22.61 |
| 2015-06-30 | $55k | 2.2k | 24.52 |
| 2015-03-31 | $16k | 650 | 24.62 |
| 2014-12-31 | $7.0k | 300 | 23.33 |
| 2014-09-30 | $7.0k | 300 | 23.33 |
| 2014-03-31 | $2.0k | 100 | 20.00 |
| 2013-12-31 | $2.0k | 100 | 20.00 |
| 2013-09-30 | $3.0k | 142 | 21.13 |
| 2013-06-30 | $12k | 600 | 20.00 |