XLU SELECT SECTOR SPDR TR

Ownership history in MATAURO, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which MATAURO, 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
2.87% (2025 Q1)
Avg. % of fund
2.36%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 351,211 +188,296 +115.6% 2.26% $15.0M $42.69
2025 Q3 ADDED 162,915 +48,017 +41.8% 2.26% $14.2M $43.28
2025 Q2 REDUCED 114,898 -64,578 -36.0% 1.76% $9.4M $40.26
2025 Q1 ADDED 179,476 +18,400 +11.4% 2.87% $14.2M $38.60
2024 Q4 INITIATED 161,076 2.64% $12.2M $36.79
% of Fund (quarterly)    XLU price (monthly, adj. close)
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