Financial Select Sector SPDR shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Financial Select Sector SPDR by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 5.6k | 53.87 |
| 2025-06-30 | $424k | 8.1k | 52.37 |
| 2025-03-31 | $357k | 7.2k | 49.81 |
| 2024-12-31 | $417k | 8.6k | 48.33 |
| 2024-09-30 | $455k | 10k | 45.32 |
| 2024-06-30 | $419k | 10k | 41.11 |
| 2024-03-31 | $508k | 12k | 42.12 |
| 2023-12-31 | $559k | 15k | 37.60 |
| 2023-09-30 | $121k | 3.7k | 33.17 |
| 2023-06-30 | $123k | 3.7k | 33.71 |
| 2023-03-31 | $127k | 3.9k | 32.15 |
| 2021-12-31 | $105k | 2.7k | 38.98 |
| 2021-09-30 | $125k | 3.3k | 37.46 |
| 2021-06-30 | $136k | 3.7k | 36.79 |
| 2021-03-31 | $142k | 4.2k | 34.13 |
| 2020-12-31 | $177k | 6.0k | 29.40 |
| 2019-12-31 | $259k | 8.4k | 30.82 |
| 2019-09-30 | $312k | 11k | 28.02 |
| 2019-06-30 | $348k | 14k | 25.72 |
| 2019-03-31 | $322k | 13k | 25.70 |
| 2018-12-31 | $353k | 13k | 27.58 |
| 2018-09-30 | $424k | 16k | 26.61 |
| 2018-06-30 | $450k | 16k | 27.59 |
| 2018-03-31 | $459k | 17k | 27.57 |
| 2017-12-31 | $208k | 7.4k | 27.95 |
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