XLF β€” SELECT SECTOR SPDR TR

Ownership history in CLARK FINANCIAL SERVICES GROUP INC /BD  Β·  11 quarters on record

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported SELECT SECTOR SPDR TR (XLF) in 11 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.93% in 2025 Q2. The latest visible filing shows XLF at 1.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK FINANCIAL SERVICES GROUP INC /BD's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLF was reported at 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CLARK FINANCIAL SERVICES GROUP INC /BD held XLF β€” position size vs. price
% of Fund (quarterly)    XLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 56,846 -3,013 -5.0% 1.70% $3.2M 2026-02-14 (Est.) $51.39
2025 Q3 REDUCED 59,859 -93 -0.2% 1.71% $3.2M 2025-10-31 $51.92
2025 Q2 ADDED 59,952 +30,838 +105.9% 1.93% $3.1M 2025-08-12 $51.84
2025 Q1 REDUCED 29,114 -243 -0.8% 1.00% $1.5M 2025-05-15 $50.50
2024 Q4 REDUCED 29,357 -9,051 -23.6% 1.09% $1.4M 2025-02-14 $50.83
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and XLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK FINANCIAL SERVICES GROUP INC /BD reported owning XLF?

CLARK FINANCIAL SERVICES GROUP INC /BD reported XLF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported XLF position in CLARK FINANCIAL SERVICES GROUP INC /BD's portfolio?

The largest reported portfolio weight for XLF was 1.93% in 2025 Q2.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2025 Q4, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 56,846 shares, equal to 1.70% of portfolio, with an estimated market value of $3.2M.

What does the chart on this XLF ownership page compare?

The chart compares CLARK FINANCIAL SERVICES GROUP INC /BD's quarterly XLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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