Arnold Van Den Berg's XLF Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 218 shares of State Street Financial Select Sector SPDR ETF (XLF) worth $11,768, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Arnold Van Den Berg has maintained a strategic position in XLF, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 50 shares. Largest reduction occurred in Q3 2024, reducing 100 shares.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's State Street Financial Select Sector SPDR ETF (XLF) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Financial Select Sector SPDR ETF (XLF) Trades by Arnold Van Den Berg
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +318 | New Buy | 318 | $34.20 |
| Q3 2024 | -100 | Reduce 31.45% | 218 | $45.41 |
| Q4 2024 | +50 | Add 22.94% | 268 | $48.41 |
| Q2 2025 | -50 | Reduce 18.66% | 218 | $52.48 |
Arnold Van Den Berg's State Street Financial Select Sector SPDR ETF Investment FAQs
Arnold Van Den Berg first purchased State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022, acquiring 318 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg has held State Street Financial Select Sector SPDR ETF (XLF) for 12 quarters since Q4 2022.
Arnold Van Den Berg's largest addition to State Street Financial Select Sector SPDR ETF (XLF) was in Q4 2022, adding 318 shares worth $10,876.
According to the latest 13F filing for Q3 2025, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 218 shares of State Street Financial Select Sector SPDR ETF (XLF), valued at approximately $11,768.
As of the Q3 2025 filing, State Street Financial Select Sector SPDR ETF (XLF) represents approximately 0.00% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings.
Arnold Van Den Berg's peak holding in State Street Financial Select Sector SPDR ETF (XLF) was 318 shares, as reported at the end of Q4 2022.