XLB — Select Sector Spdr

Ownership history in Friedenthal Financial  ·  6 quarters on record

This page tracks every 13F SEC filing in which Friedenthal Financial reported a position in Select Sector Spdr (XLB). 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
6.43% (2014 Q1)
Avg. % of fund
3.19%
First filed
2014 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 226 — 0% 0.01% $20K $44.58
2025 Q2 REDUCED 226 -2,296 -91.0% 0.01% $20K $43.47
2021 Q2 REDUCED 2,522 -147,817 -98.3% 0.12% $208K $37.58
2014 Q3 REDUCED 150,339 -4,995 -3.2% 6.34% $7.5M $19.75
2014 Q2 ADDED 155,334 +9,964 +6.9% 6.25% $7.7M $19.68
2014 Q1 INITIATED 145,370 — — 6.43% $7.6M $18.65
% of Fund (quarterly)    XLB price (monthly, adj. close)

Other funds also holding XLB

As of 2025 Q4 — sorted by position size

EHP Funds Inc. 3Y 9.19% Gates Capital Management, Inc. 3Y 7Y 7.64% Algorithmic Investment Models, LLC 3Y 5.98% Quantitative Investment Management, LLC 3Y 7Y 4.97% LifePlan Financial, LLC 4.79% SRB CORP 3Y 7Y 4.31% Biltmore Wealth Management, LLC 3Y 7Y 4.27% Private Wealth Advisors, LLC 3Y 2.99% Risk Paradigm Group, LLC 3Y 7Y 2.71% STAPP WEALTH MANAGEMENT, PLLC 3Y 2.69%
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