Financial Select Sector SPDR shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 19k | 54.26 |
| 2025-09-30 | $1.6M | 30k | 53.51 |
| 2025-06-30 | $899k | 17k | 52.37 |
| 2025-03-31 | $893k | 18k | 49.81 |
| 2024-12-31 | $1.0M | 21k | 48.33 |
| 2024-09-30 | $973k | 22k | 45.32 |
| 2024-06-30 | $882k | 22k | 41.11 |
| 2024-03-31 | $925k | 22k | 42.12 |
| 2023-12-31 | $827k | 22k | 37.60 |
| 2023-09-30 | $727k | 22k | 33.17 |
| 2023-06-30 | $740k | 22k | 33.71 |
| 2023-03-31 | $2.1M | 43k | 48.48 |
| 2022-12-31 | $1.6M | 46k | 34.19 |
| 2022-09-30 | $705k | 23k | 30.36 |
| 2022-06-30 | $510k | 16k | 31.44 |
| 2022-03-31 | $943k | 25k | 38.31 |
| 2021-12-31 | $842k | 22k | 39.07 |
| 2021-09-30 | $805k | 22k | 37.51 |
| 2021-06-30 | $750k | 20k | 36.68 |
| 2021-03-31 | $649k | 19k | 34.04 |
| 2020-12-31 | $575k | 20k | 29.49 |
| 2020-09-30 | $378k | 16k | 24.07 |
| 2020-06-30 | $374k | 16k | 23.15 |
| 2020-03-31 | $306k | 15k | 20.83 |
| 2019-12-31 | $255k | 8.3k | 30.72 |
| 2019-09-30 | $234k | 8.3k | 28.03 |
| 2019-06-30 | $1.4M | 51k | 27.61 |
| 2019-03-31 | $1.5M | 58k | 25.71 |
| 2018-12-31 | $1.5M | 62k | 23.82 |
| 2018-09-30 | $1.3M | 46k | 27.57 |
| 2018-06-30 | $1.2M | 47k | 26.59 |
| 2018-03-31 | $1.1M | 40k | 27.57 |
| 2017-12-31 | $850k | 30k | 27.92 |
| 2017-09-30 | $739k | 29k | 25.86 |
| 2017-06-30 | $644k | 26k | 24.68 |
| 2017-03-31 | $534k | 23k | 23.71 |
| 2016-12-31 | $469k | 20k | 23.23 |
| 2016-06-30 | $239k | 10k | 22.90 |
| 2016-03-31 | $228k | 10k | 22.52 |
| 2015-12-31 | $376k | 16k | 23.84 |
| 2015-09-30 | $345k | 15k | 22.66 |
| 2015-06-30 | $362k | 15k | 24.40 |
| 2015-03-31 | $478k | 20k | 24.10 |
| 2014-12-31 | $390k | 16k | 24.75 |