Tortoise Investment Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
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 $174k 4.4k 39.12
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)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Cmbs Etf (CMBS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Doubleline Etf Trust Mortgage Etf (DMBS)

View all positions for Tortoise Investment Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Balyasny Asset Management
Citadel Advisors
Parallax Volatility Advisers
Envestnet Asset Management

View all funds holding Financial Select Sector SPDR