SEC 13F Intelligence

Aspiriant, LLC / XLF

Aspiriant, LLC’s Select Sector Spdr Tr Position

Does Aspiriant, LLC own Select Sector Spdr Tr (XLF)? Yes281.4K shares worth $14M (+0.40% of its 13F portfolio) as of Q1 2026, down from 282.4K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
281.4K
% of Portfolio
+0.40%
Quarters Held
30
currently held

Position History XLF

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $12MQ3 ’19: $12MQ4 ’19: $13MQ4 ’19Q1 ’20: $9MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $12MQ4 ’20Q1 ’21: $14MQ2 ’21: $15MQ3 ’21: $15MQ4 ’21: $15MQ4 ’21Q1 ’22: $15MQ2 ’22: $12MQ3 ’22: $12MQ4 ’22: $13MQ4 ’22Q1 ’23: $12MQ2 ’23: $12MQ3 ’23: $12MQ4 ’23: $10MQ4 ’23Q1 ’24: $12MQ2 ’24: $11MQ3 ’24: $13MQ4 ’24: $13MQ4 ’24Q1 ’25: $14MQ2 ’25: $15MQ3 ’25: $15MQ4 ’25: $15MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026281.4K$14M+0.40%
Q4 2025282.4K$15M+0.44%
Q3 2025280.6K$15M+0.46%
Q2 2025279.0K$15M+0.46%
Q1 2025279.0K$14M+0.48%
Q4 2024279.0K$13M+0.49%
Q3 2024279.0K$13M+0.48%
Q2 2024279.0K$11M+0.47%
Q1 2024279.0K$12M+0.49%
Q4 2023279.0K$10M+0.47%
Q3 2023366.8K$12M+0.62%
Q2 2023366.8K$12M+0.62%
Q1 2023367.4K$12M+0.62%
Q4 2022368.4K$13M+0.64%
Q3 2022391.2K$12M+0.58%
Q2 2022390.5K$12M+0.59%
Q1 2022391.0K$15M+0.82%
Q4 2021391.0K$15M+0.82%
Q3 2021394.4K$15M+0.87%
Q2 2021395.2K$15M+0.82%
Q1 2021396.7K$14M+0.86%
Q4 2020396.1K$12M+0.80%
Q3 2020410.7K$10M+0.77%
Q2 2020421.1K$10M+0.90%
Q1 2020422.3K$9M+0.87%
Q4 2019422.6K$13M+1.20%
Q3 2019423.3K$12M+1.06%
Q2 2019422.7K$12M+0.97%
Q1 2019424.5K$11M+0.89%
Q4 2018424.6K$10M+0.77%

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