Ownership history in Signify Wealth · 3 quarters on record
This page tracks every 13F SEC filing in which Signify Wealth 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 39,853 | +32,380 | +433.3% | 3.94% | $3.2M | $38.95 |
| 2023 Q4 | REDUCED | 7,473 | -29,178 | -79.6% | 0.71% | $473K | $29.84 |
| 2022 Q4 | INITIATED | 36,651 | — | — | 2.26% | $2.6M | — |
As of 2025 Q4 — sorted by position size