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Financial Select Sector SPDR shares owned by Grassi Investment Management

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

Historical chart of Grassi Investment 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 Grassi Investment 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 Grassi Investment Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $448k 8.6k 52.40
2025-03-31 $568k 11k 49.85
2024-12-31 $550k 11k 48.31
2024-09-30 $531k 12k 45.31
2024-06-30 $490k 12k 41.15
2024-03-31 $535k 13k 42.14
2023-12-31 $451k 12k 37.56
2023-09-30 $408k 12k 33.13
2023-06-30 $462k 14k 33.72
2023-03-31 $538k 17k 32.14
2022-12-31 $540k 16k 34.23
2022-09-30 $478k 16k 30.33
2022-06-30 $487k 16k 31.43
2022-03-31 $573k 15k 38.31
2021-12-31 $593k 15k 39.02
2021-09-30 $377k 10k 37.57
2021-06-30 $358k 9.7k 36.74
2021-03-31 $337k 9.9k 34.01
2020-09-30 $223k 9.2k 24.12
2020-06-30 $319k 14k 23.16
2019-03-31 $2.0M 76k 25.71