Ownership history in Solitude Financial Services · 21 quarters on record
This page tracks every 13F SEC filing in which Solitude Financial Services 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 257,500 | +121,140 | +88.8% | 3.80% | $11.5M | $44.71 |
| 2025 Q3 | REDUCED | 136,360 | -128 | -0.1% | 4.17% | $12.2M | $44.29 |
| 2025 Q2 | ADDED | 136,488 | +13,262 | +10.8% | 4.19% | $11.6M | $41.69 |
| 2025 Q1 | REDUCED | 123,226 | -3,543 | -2.8% | 4.47% | $11.5M | $45.57 |
| 2024 Q4 | REDUCED | 126,769 | -2,052 | -1.6% | 4.75% | $10.9M | $41.45 |
| 2024 Q3 | ADDED | 128,821 | +4,171 | +3.3% | 4.83% | $11.3M | $42.13 |
| 2024 Q2 | ADDED | 124,650 | +3,885 | +3.2% | 5.28% | $11.4M | $43.38 |
| 2024 Q1 | ADDED | 120,765 | +63,439 | +110.7% | 5.25% | $11.4M | $44.57 |
| 2023 Q4 | ADDED | 57,326 | +5,952 | +11.6% | 2.63% | $4.8M | $39.26 |
| 2023 Q3 | REDUCED | 51,374 | -8,232 | -13.8% | 2.62% | $4.6M | $41.93 |
As of 2025 Q4 — sorted by position size