3EDGE Asset Management, LP XLC — SELECT SECTOR SPDR TR

Ownership history in 3EDGE Asset Management, LP  ·  8 quarters on record

AI Ownership Summary

3EDGE Asset Management, LP reported SELECT SECTOR SPDR TR (XLC) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.25% in 2024 Q4. The latest visible filing shows XLC at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 3EDGE Asset Management, LP's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLC was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLC stock page 3EDGE Asset Management, LP fund profile 3EDGE Asset Management, LP full holdings
How 3EDGE Asset Management, LP held XLC — position size vs. price
% of Fund (quarterly)    XLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 41,269 +12,382 +42.9% 0.25% $4.9M 2026-02-14 (Est.) $114.22
2025 Q3 ADDED — — — 28,887 +3,622 +14.3% 0.19% $3.4M 2025-10-30 $113.59
2025 Q2 REDUCED 34.2% +9.6% ❌ 25,265 -13,157 -34.2% 0.17% $2.7M 2025-07-31 $106.35
2025 Q1 REDUCED 9.5% +12.8% ❌ 38,422 -4,043 -9.5% 0.25% $3.7M 2025-05-01 $94.76
2024 Q4 ADDED — — — 42,465 +26,681 +169.0% 0.25% $4.1M 2025-01-31 $100.83
2024 Q3 ADDED — — — 15,784 +3,514 +28.6% 0.10% $1.4M 2024-10-31 $90.41
2024 Q2 ADDED — — — 12,270 +7,868 +178.7% 0.08% $1.1M 2024-08-12 $82.87
2024 Q1 INITIATED — — — 4,402 — — 0.03% $359K 2024-05-08 $79.37

🏢 Other funds also holding XLC

As of 2026 Q1 — sorted by position size

INNEALTA CAPITAL, LLC 3Y 7Y 10.2% UNIVERSITY OF CHICAGO 3Y 7Y 8.92% IMZ Advisory Inc 8.84% WestEnd Advisors, LLC 3Y 7Y 7.6% THEORY FINANCIAL LLC 3Y 7.23% Vertex Investment Solutions Co., Ltd. 5.79% Ayalon Insurance Comp Ltd. 3Y 7Y 5.66% J.Safra Asset Management Corp 3Y 7Y 5.33% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 5.06% Bonfire Financial 4.29%

FAQ About 3EDGE Asset Management, LP and XLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has 3EDGE Asset Management, LP reported owning XLC?

3EDGE Asset Management, LP reported XLC across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported XLC position in 3EDGE Asset Management, LP's portfolio?

The largest reported portfolio weight for XLC was 0.25% in 2024 Q4.

What is the latest reported XLC position on this page?

The most recent filing on this page is 2025 Q4, when 3EDGE Asset Management, LP reported 41,269 shares, equal to 0.25% of portfolio, with an estimated market value of $4.9M.

What does the chart on this XLC ownership page compare?

The chart compares 3EDGE Asset Management, LP's quarterly XLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 3EDGE Asset Management, LP time their XLC position?

Based on 13F filing dates vs. subsequent XLC price moves, 3EDGE Asset Management, LP correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on XLC relative to SPY over the holding period was +3.8%.

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