Financial Select Sector SPDR shares owned by Richard Bernstein Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Richard Bernstein Advisors
from 13F filings
Historical chart of Richard Bernstein Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Richard Bernstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 1.2M | 53.85 |
| 2025-06-30 | $110M | 2.1M | 52.37 |
| 2025-03-31 | $156M | 3.1M | 49.81 |
| 2024-12-31 | $62M | 1.3M | 48.33 |
| 2024-09-30 | $59M | 1.3M | 45.32 |
| 2024-06-30 | $55M | 1.3M | 41.11 |
| 2024-03-31 | $59M | 1.4M | 42.12 |
| 2023-09-30 | $53M | 1.6M | 33.17 |
| 2022-03-31 | $4.8M | 125k | 38.32 |
| 2021-12-31 | $4.6M | 117k | 39.05 |
| 2021-09-30 | $4.1M | 109k | 37.53 |
| 2021-06-30 | $3.8M | 104k | 36.69 |
| 2021-03-31 | $2.9M | 85k | 34.06 |
| 2020-12-31 | $2.4M | 81k | 29.48 |
| 2020-09-30 | $1.8M | 73k | 24.08 |
| 2020-06-30 | $1.2M | 54k | 23.14 |
| 2020-03-31 | $1.4M | 68k | 20.82 |
| 2019-12-31 | $1.5M | 55k | 28.01 |
| 2019-09-30 | $1.5M | 55k | 27.99 |
| 2019-06-30 | $1.5M | 53k | 27.59 |
| 2019-03-31 | $1.2M | 46k | 25.69 |
| 2018-12-31 | $144M | 6.0M | 23.82 |
| 2018-09-30 | $158M | 5.7M | 27.58 |
| 2018-06-30 | $140M | 5.3M | 26.59 |
| 2018-03-31 | $245M | 8.8M | 27.65 |
| 2017-12-31 | $183M | 6.6M | 27.91 |
| 2017-09-30 | $66M | 2.6M | 25.86 |
| 2017-06-30 | $61M | 2.5M | 24.67 |
| 2017-03-31 | $43M | 1.8M | 23.73 |
| 2016-12-31 | $31M | 1.3M | 23.25 |
| 2016-09-30 | $22M | 1.1M | 19.30 |
| 2016-06-30 | $21M | 902k | 22.85 |
| 2016-03-31 | $18M | 802k | 22.50 |
More positions owned by Richard Bernstein Advisors
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