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Financial Select Sector SPDR shares owned by Independent Financial Group

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.9M 140k 49.37
2025-09-30 $11M 206k 53.87
2025-06-30 $9.4M 180k 52.37
2025-03-31 $8.2M 164k 49.81
2024-12-31 $7.6M 158k 48.33
2024-09-30 $5.4M 119k 45.32
2024-06-30 $4.5M 110k 41.11
2024-03-31 $4.0M 94k 42.12
2023-12-31 $2.7M 72k 37.60
2023-09-30 $3.0M 91k 33.17
2023-06-30 $3.3M 96k 33.71
2023-03-31 $4.1M 126k 32.15
2022-12-31 $4.2M 122k 34.20
2022-09-30 $3.6M 118k 30.36
2022-06-30 $4.0M 128k 31.45
2022-03-31 $5.2M 135k 38.32
2021-12-31 $4.0M 103k 39.05
2021-09-30 $2.0M 53k 37.53
2021-06-30 $1.7M 45k 36.69
2021-03-31 $1.4M 40k 34.05
2020-12-31 $896k 30k 29.48
2020-09-30 $726k 30k 24.07
2020-06-30 $974k 42k 23.14
2020-03-31 $675k 32k 20.82