XLF SELECT SECTOR SPDR TR

Ownership history in RDA Financial Network  ·  28 quarters on record

This page tracks every 13F SEC filing in which RDA Financial Network 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
0.91% (2025 Q4)
Avg. % of fund
0.6%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 69,094 +1,819 +2.7% 0.91% $3.8M $54.77
2025 Q3 ADDED 67,275 +7,928 +13.4% 0.89% $3.6M $53.68
2025 Q2 REDUCED 59,347 -377 -0.6% 0.84% $3.1M $52.02
2025 Q1 ADDED 59,724 +1,339 +2.3% 0.89% $3.0M $49.30
2024 Q4 ADDED 58,385 +2,444 +4.4% 0.82% $2.8M $47.67
2024 Q3 ADDED 55,941 +4,325 +8.4% 0.79% $2.5M $44.51
2024 Q2 ADDED 51,616 +186 +0.4% 0.70% $2.1M $40.23
2024 Q1 UNCHANGED 51,430 0% 0.74% $2.2M $41.05
2023 Q4 REDUCED 51,430 -560 -1.1% 0.73% $1.9M $36.51
2023 Q3 ADDED 51,990 +550 +1.1% 0.75% $1.7M $32.05
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLF price (monthly, adj. close)
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