XLC SELECT SECTOR SPDR TR

Ownership history in Retireful, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Retireful, LLC reported a position in SELECT SECTOR SPDR TR (XLC). 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
2.67% (2025 Q4)
Avg. % of fund
2.02%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,005 -119 -0.7% 2.67% $2.1M $117.72
2025 Q3 ADDED 18,124 +604 +3.4% 2.07% $2.1M $117.99
2025 Q2 INITIATED 17,520 1.31% $1.9M $107.80
% of Fund (quarterly)    XLC price (monthly, adj. close)
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