Financial Select Sector SPDR shares owned by Sontag Advisory
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 63k | 53.87 |
| 2025-06-30 | $3.1M | 60k | 52.37 |
| 2025-03-31 | $3.0M | 59k | 49.81 |
| 2024-12-31 | $2.8M | 58k | 48.33 |
| 2024-09-30 | $2.2M | 50k | 45.32 |
| 2024-06-30 | $1.5M | 35k | 41.11 |
| 2024-03-31 | $1.5M | 35k | 42.12 |
| 2023-12-31 | $1.9M | 52k | 37.60 |
| 2023-09-30 | $1.2M | 37k | 33.17 |
| 2023-06-30 | $1.4M | 40k | 33.71 |
| 2023-03-31 | $1.4M | 44k | 32.15 |
| 2022-12-31 | $1.5M | 44k | 34.20 |
| 2022-09-30 | $1.4M | 45k | 30.36 |
| 2022-06-30 | $1.4M | 45k | 31.45 |
| 2022-03-31 | $1.6M | 43k | 38.33 |
| 2021-12-31 | $1.7M | 43k | 39.06 |
| 2021-09-30 | $1.7M | 44k | 37.53 |
| 2021-06-30 | $1.2M | 33k | 36.69 |
| 2021-03-31 | $1.7M | 49k | 34.05 |
| 2020-12-31 | $930k | 32k | 29.48 |
| 2020-09-30 | $699k | 29k | 24.09 |
| 2020-06-30 | $475k | 21k | 23.15 |
| 2020-03-31 | $252k | 12k | 20.78 |
| 2019-12-31 | $328k | 11k | 30.75 |