Financial Select Sector SPDR shares owned by Sterling Investment Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Sterling Investment Management
from 13F filings
Historical chart of Sterling Investment Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Sterling Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $381k | 7.1k | 53.87 |
| 2025-06-30 | $389k | 7.4k | 52.37 |
| 2025-03-31 | $385k | 7.7k | 49.81 |
| 2024-12-31 | $372k | 7.7k | 48.33 |
| 2024-09-30 | $444k | 9.8k | 45.32 |
| 2024-06-30 | $405k | 9.9k | 41.11 |
| 2024-03-31 | $480k | 11k | 42.12 |
| 2023-12-31 | $437k | 12k | 37.60 |
| 2023-09-30 | $430k | 13k | 33.17 |
| 2023-06-30 | $464k | 14k | 33.71 |
| 2023-03-31 | $456k | 14k | 32.15 |
| 2022-12-31 | $514k | 15k | 34.20 |
| 2022-09-30 | $443k | 15k | 30.35 |
| 2022-06-30 | $481k | 15k | 31.42 |
| 2022-03-31 | $580k | 15k | 38.28 |
| 2021-12-31 | $673k | 17k | 39.04 |
| 2021-09-30 | $652k | 17k | 37.51 |
| 2021-06-30 | $644k | 18k | 36.67 |
| 2021-03-31 | $609k | 18k | 34.04 |
| 2020-12-31 | $560k | 19k | 29.49 |
| 2020-09-30 | $491k | 20k | 24.06 |
| 2020-06-30 | $475k | 21k | 23.14 |
| 2020-03-31 | $437k | 21k | 20.84 |
| 2019-12-31 | $691k | 22k | 30.78 |
| 2019-09-30 | $656k | 23k | 28.01 |
| 2019-06-30 | $664k | 24k | 27.59 |
| 2019-03-31 | $503k | 20k | 25.69 |
| 2018-12-31 | $461k | 19k | 23.82 |
| 2018-09-30 | $541k | 20k | 27.56 |
| 2018-06-30 | $544k | 21k | 26.56 |
| 2018-03-31 | $518k | 19k | 27.58 |
| 2017-12-31 | $535k | 19k | 27.93 |
| 2017-09-30 | $393k | 15k | 25.85 |
| 2017-06-30 | $283k | 12k | 24.66 |
| 2017-03-31 | $284k | 12k | 23.71 |
More positions owned by Sterling Investment Management
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