XLU — SELECT SECTOR SPDR TR

Ownership history in Intelligence Driven Advisers, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Intelligence Driven Advisers, LLC reported a position in SELECT SECTOR SPDR TR (XLU). 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
0.04% (2025 Q2)
Avg. % of fund
0.04%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,000 — 0% 0.04% $262K $43.28
2025 Q2 INITIATED 3,000 — — 0.04% $245K $40.26
% of Fund (quarterly)    XLU price (monthly, adj. close)

Other funds also holding XLU

As of 2025 Q4 — sorted by position size

Laura & John Arnold Foundation 31.58% Georgetown University 3Y 7Y 16.28% CABANA LLC 3Y 7Y 12.48% Savior LLC 3Y 7.95% Algorithmic Investment Models, LLC 3Y 6.05% Moss Adams Wealth Advisors LLC 5.3% Wealth Advisors of Iowa, LLC 3Y 5.29% CTC Alternative Strategies, Ltd. 3Y 7Y 5.29% Biltmore Wealth Management, LLC 3Y 7Y 5.0% Waycross Investment Management Co 3Y 4.95%
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