Financial Select Sector SPDR shares owned by Waterloo Capital
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 206k | 53.87 |
| 2025-06-30 | $11M | 210k | 52.37 |
| 2025-03-31 | $11M | 212k | 49.81 |
| 2024-12-31 | $7.0M | 144k | 48.33 |
| 2024-09-30 | $5.9M | 129k | 45.32 |
| 2024-06-30 | $645k | 16k | 41.11 |
| 2024-03-31 | $759k | 18k | 42.12 |
| 2023-09-30 | $493k | 15k | 33.17 |
| 2023-06-30 | $434k | 13k | 33.71 |
| 2023-03-31 | $282k | 8.8k | 32.15 |