SEC 13F Intelligence

Orange Investment Advisors, Inc. / XLF

Orange Investment Advisors, Inc.’s Select Sector Spdr Tr Position

Does Orange Investment Advisors, Inc. own Select Sector Spdr Tr (XLF)? Yes — 196.1K shares worth $10M (+1.25% of its 13F portfolio) as of Q1 2026, down from 201.0K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
196.1K
% of Portfolio
+1.25%
Quarters Held
17
currently held

Position History XLF

Reported value by quarter
Q1 ’22: $6MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $6MQ3 ’23Q4 ’23: $7MQ1 ’24: $8MQ2 ’24: $7MQ2 ’24Q3 ’24: $9MQ4 ’24: $10MQ1 ’25: $10MQ1 ’25Q2 ’25: $10MQ3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026196.1K$10M+1.25%
Q4 2025201.0K$11M+1.22%
Q3 2025204.3K$11M+1.15%
Q2 2025195.2K$10M+1.12%
Q1 2025204.3K$10M+1.22%
Q4 2024211.9K$10M+1.16%
Q3 2024207.6K$9M+1.04%
Q2 2024195.4K$7M+0.96%
Q1 2024196.2K$8M+0.99%
Q4 2023195.4K$7M+1.02%
Q3 2023192.8K$6M+0.90%
Q2 2023188.2K$6M+0.86%
Q1 2023177.7K$6M+0.80%
Q4 2022171.2K$6M+0.88%
Q3 2022169.1K$5M+0.82%
Q2 2022165.4K$5M+0.81%
Q1 2022157.8K$6M+0.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orange Investment Advisors, Inc.’s full portfolio or all institutional holders of XLF.