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Financial Select Sector SPDR shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment 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 Tortoise Investment 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 5.4k 53.87
2025-06-30 $242k 4.6k 52.37
2025-03-31 $269k 5.4k 49.81
2024-12-31 $248k 5.1k 48.33
2024-09-30 $210k 4.6k 45.32
2024-06-30 $166k 4.0k 41.11
2024-03-31 $124k 2.9k 42.12
2023-12-31 $54k 1.4k 37.61
2023-09-30 $26k 795 33.17
2023-06-30 $27k 794 33.73
2023-03-31 $22k 694 32.15
2022-12-31 $24k 694 34.20
2022-09-30 $21k 694 30.26
2022-06-30 $22k 694 31.70
2022-03-31 $27k 694 38.90
2021-12-31 $27k 694 38.90
2021-09-30 $26k 694 37.46
2021-06-30 $25k 694 36.02
2021-03-31 $24k 694 34.58
2020-12-31 $20k 694 28.82
2020-09-30 $17k 694 24.50
2020-06-30 $16k 694 23.05
2020-03-31 $14k 694 20.17
2019-12-31 $37k 1.2k 30.86
2019-09-30 $19k 694 27.38
2019-06-30 $19k 694 27.38
2019-03-31 $18k 694 25.94
2018-12-31 $17k 694 24.50
2018-09-30 $11k 394 27.92
2018-06-30 $10k 394 25.38
2018-03-31 $11k 394 27.92
2017-12-31 $11k 394 27.92
2017-09-30 $10k 394 25.38
2017-06-30 $10k 394 25.38
2017-03-31 $9.0k 394 22.84
2016-12-31 $9.0k 394 22.84
2016-09-30 $6.0k 296 20.27
2016-06-30 $7.0k 296 23.65
2016-03-31 $8.0k 336 23.81
2015-12-31 $60k 2.5k 23.93
2015-09-30 $57k 2.5k 22.74
2015-06-30 $61k 2.5k 24.33
2015-03-31 $6.0k 257 23.35
2014-12-31 $6.0k 257 23.35

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Ishares Core Msci Emkt (IEMG)
Doubleline Etf Trust Mortgage Etf (DMBS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Tortoise Investment Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR