XLF — SELECT SECTOR SPDR TR

Ownership history in MEANS INVESTMENT CO., INC.  ·  15 quarters on record

This page tracks every 13F SEC filing in which MEANS INVESTMENT CO., INC. 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
0.99% (2025 Q4)
Avg. % of fund
0.3%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 215,577 +6,905 +3.3% 0.99% $11.8M $54.77
2025 Q3 ADDED 208,672 +27,629 +15.3% 0.97% $11.2M $53.68
2025 Q2 ADDED 181,043 +10,287 +6.0% 0.90% $9.5M $52.02
2025 Q1 ADDED 170,756 +150,891 +759.6% 0.90% $8.5M $49.30
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLF price (monthly, adj. close)

Other funds also holding XLF

As of 2025 Q4 — sorted by position size

TIFF ADVISORY SERVICES, LLC 3Y 7Y 26.88% Main Management ETF Advisors, LLC 3Y 7Y 14.66% Marks Wealth, LLC 3Y 12.29% EHP Funds Inc. 3Y 10.9% IMZ Advisory Inc 10.63% WestEnd Advisors, LLC 3Y 7Y 10.15% Main Management Fund Advisors LLC 3Y 9.98% INNEALTA CAPITAL, LLC 3Y 7Y 8.63% Yelin Lapidot Holdings Management Ltd. 8.4% Lakeshore Financial Planning, Inc. 8.39%
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