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Financial Select Sector SPDR shares owned by Smith Asset Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Smith Asset Management from 13F filings

Historical chart of Smith Asset Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Smith Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 5.1k 53.87
2025-06-30 $259k 4.9k 52.37
2025-03-31 $246k 4.9k 49.81
2024-12-31 $254k 5.3k 48.33