Financial Select Sector SPDR shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark 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 Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $7.1M | 144k | 49.37 |
| 2025-12-31 | $8.3M | 151k | 54.77 |
| 2025-09-30 | $2.6M | 48k | 53.87 |
| 2025-06-30 | $2.5M | 47k | 52.37 |
| 2025-03-31 | $2.5M | 50k | 49.81 |
| 2024-12-31 | $3.4M | 69k | 48.33 |
| 2024-09-30 | $1.6M | 35k | 45.32 |
| 2024-06-30 | $869k | 21k | 41.01 |
| 2024-03-31 | $620k | 14k | 44.54 |
| 2023-12-31 | $663k | 18k | 37.60 |
| 2021-12-31 | $522k | 13k | 40.68 |
| 2021-09-30 | $448k | 12k | 37.51 |
| 2021-06-30 | $507k | 14k | 36.68 |
| 2021-03-31 | $517k | 14k | 37.28 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group