XLC SELECT SECTOR SPDR TR

Ownership history in Client First Capital LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Client First Capital LLC reported a position in SELECT SECTOR SPDR TR (XLC). 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
6.83% (2024 Q2)
Avg. % of fund
4.62%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 86,806 +2,900 +3.5% 4.31% $10.2M $117.72
2025 Q3 REDUCED 83,906 -6,262 -6.9% 4.42% $9.9M $117.99
2025 Q2 ADDED 90,168 +1,073 +1.2% 4.58% $9.8M $107.80
2025 Q1 REDUCED 89,095 -4,259 -4.6% 4.40% $8.6M $95.57
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% of Fund (quarterly)    XLC price (monthly, adj. close)
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