XLE SELECT SECTOR SPDR TR

Ownership history in CABANA LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which CABANA LLC reported a position in SELECT SECTOR SPDR TR (XLE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
15.91% (2024 Q3)
Avg. % of fund
11.68%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,894 +4,653 +17.7% 10.35% $1.4M $44.71
2025 Q1 REDUCED 26,241 -9,478 -26.5% 15.27% $2.5M $45.57
2024 Q4 ADDED 35,719 +3,171 +9.7% 15.14% $3.1M $41.45
2024 Q3 REDUCED 32,548 -4,949 -13.2% 15.91% $2.9M $42.13
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% of Fund (quarterly)    XLE price (monthly, adj. close)
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