XLU — SELECT SECTOR SPDR TR

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 (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
3.69% (2025 Q3)
Avg. % of fund
3.52%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 156,021 +78,251 +100.6% 3.35% $6.7M $42.69
2025 Q3 INITIATED 77,770 — — 3.69% $6.8M $43.28
% 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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