Ownership history in Advisor Resource Council · 17 quarters on record
This page tracks every 13F SEC filing in which Advisor Resource Council reported a position in FINANCIAL SELECT SECTOR SPDR (XLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 74,928 | +23,856 | +46.7% | 1.44% | $4.0M | $54.77 |
| 2025 Q2 | REDUCED | 51,072 | -173,498 | -77.3% | 1.04% | $2.7M | $52.02 |
| 2025 Q1 | ADDED | 224,570 | +195,889 | +683.0% | 0.70% | $8.7M | $49.30 |
| 2024 Q3 | ADDED | 28,681 | +15,003 | +109.7% | 0.59% | $1.3M | $44.51 |
| 2024 Q2 | REDUCED | 13,678 | -26,516 | -66.0% | 0.02% | $10.4M | $40.23 |
| 2024 Q1 | REDUCED | 40,194 | -228,305 | -85.0% | 0.64% | $1.5M | $41.05 |
| 2023 Q4 | ADDED | 268,499 | +251,675 | +1495.9% | 1.17% | $10.1M | $36.51 |
| 2023 Q3 | REDUCED | 16,824 | -737 | -4.2% | 0.29% | $558K | $32.05 |
| 2023 Q2 | REDUCED | 17,561 | -102,168 | -85.3% | 0.27% | $592K | $32.43 |
| 2023 Q1 | ADDED | 119,729 | +104,512 | +686.8% | 0.97% | $3.9M | $30.79 |
As of 2025 Q4 — sorted by position size