XLE — SELECT SECTOR SPDR TR

Ownership history in Peninsula Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Peninsula Wealth, LLC reported a position in SELECT SECTOR SPDR TR (XLE). 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
0.05% (2023 Q3)
Avg. % of fund
0.04%
First filed
2023 Q3
Last filed
2024 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 UNCHANGED 2,295 — 0% 0.04% $207K $42.13
2024 Q2 REDUCED 2,295 -10 -0.4% 0.04% $208K $43.38
2023 Q3 INITIATED 2,305 — — 0.05% $205K —
% of Fund (quarterly)    XLE price (monthly, adj. close)

Other funds also holding XLE

As of 2025 Q4 — sorted by position size

CABANA LLC 3Y 7Y 10.35% Main Management Fund Advisors LLC 3Y 9.87% III Capital Management 3Y 9.48% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 6.23% Algorithmic Investment Models, LLC 3Y 6.02% III Capital Management 3Y 6.02% Granger Management LLC 3Y 5.87% CTC Alternative Strategies, Ltd. 3Y 7Y 5.33% WealthCare Asset Management, LLC 4.59% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 4.52%
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