XLF SELECT SECTOR SPDR TR

Ownership history in Client First Capital LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Client First Capital LLC reported a position in SELECT SECTOR SPDR TR (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.

Peak position
4.74% (2025 Q1)
Avg. % of fund
2.83%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 120,079 +4,276 +3.7% 2.77% $6.6M $54.77
2025 Q3 ADDED 115,803 +432 +0.4% 2.78% $6.2M $53.68
2025 Q2 REDUCED 115,371 -70,481 -37.9% 2.83% $6.0M $52.02
2025 Q1 ADDED 185,852 +92,786 +99.7% 4.74% $9.3M $49.30
2024 Q4 ADDED 93,066 +4,942 +5.6% 2.31% $4.5M $47.67
2024 Q3 REDUCED 88,124 -798 -0.9% 2.21% $4.0M $44.51
2024 Q2 INITIATED 88,922 2.20% $3.7M
% of Fund (quarterly)    XLF price (monthly, adj. close)
← Back to Client First Capital LLC Holdings