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Financial Select Sector SPDR shares owned by Okabena Investment Services

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

Historical chart of Okabena Investment Services investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Okabena Investment 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 Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 50k 54.77
2025-09-30 $2.6M 49k 53.87
2025-06-30 $2.5M 47k 52.37
2025-03-31 $2.3M 46k 49.81
2024-12-31 $2.2M 46k 48.33
2024-09-30 $1.9M 43k 45.32
2024-06-30 $1.8M 43k 41.11
2024-03-31 $1.8M 43k 42.12
2023-12-31 $1.6M 43k 37.60
2020-03-31 $74k 3.6k 20.78
2019-12-31 $110k 3.6k 30.89