XLU — SELECT SECTOR SPDR TR

Ownership history in Kropog Financial Group, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Kropog Financial Group, 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
4.11% (2025 Q4)
Avg. % of fund
4.11%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 124,149 — — 4.11% $5.3M $42.69
% 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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