Ownership history in Sharp Wealth Advisory, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which Sharp Wealth Advisory, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 66,731 | +5,988 | +9.9% | 3.95% | $7.9M | $117.72 |
| 2025 Q3 | INITIATED | 60,743 | — | — | 3.91% | $7.2M | $117.99 |
As of 2025 Q4 — sorted by position size