Ownership history in Stevard, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Stevard, LLC 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 9,444 | +10 | +0.1% | 3.02% | $809K | $41.45 |
| 2024 Q3 | REDUCED | 9,434 | -29,664 | -75.9% | 3.37% | $828K | $42.13 |
| 2024 Q2 | ADDED | 39,098 | +213 | +0.5% | 3.08% | $3.6M | $43.38 |
| 2024 Q1 | UNCHANGED | 38,885 | — | 0% | 3.31% | $3.7M | $44.57 |
As of 2025 Q4 — sorted by position size