SEC 13F Intelligence

Csm Advisors, LLC / XLF

Csm Advisors, LLC’s Select Sector Spdr Tr Position

Does Csm Advisors, LLC own Select Sector Spdr Tr (XLF)? Not currently — the last reported position was 688.9K shares worth $37M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$37M
Q3 2025
Shares
688.9K
% of Portfolio
+1.04%
Quarters Held
9
position exited

Position History XLF

Reported value by quarter
Q4 ’21: $29MQ4 ’21Q4 ’23: $26MQ1 ’24: $29MQ1 ’24Q2 ’24: $28MQ3 ’24: $31MQ3 ’24Q4 ’24: $100MQ1 ’25: $69MQ1 ’25Q2 ’25: $36MQ3 ’25: $37MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025688.9K$37M+1.04%
Q2 2025688.9K$36M+1.05%
Q1 20251.38M$69M+3.74%
Q4 20242.07M$100M+2.74%
Q3 2024688.9K$31M+2.03%
Q2 2024688.9K$28M+2.00%
Q1 2024688.9K$29M+1.91%
Q4 2023688.9K$26M+1.87%
Q4 2021744.3K$29M+1.92%

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