XLC — SELECT SECTOR SPDR TR

Ownership history in Strategic Financial Partners, Ltd.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Strategic Financial Partners, Ltd. 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.

Peak position
1.85% (2025 Q3)
Avg. % of fund
1.66%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 34,878 +699 +2.0% 1.78% $4.1M $117.72
2025 Q3 ADDED 34,179 +210 +0.6% 1.85% $4.0M $117.99
2025 Q2 ADDED 33,969 +7,088 +26.4% 1.71% $3.7M $107.80
2025 Q1 REDUCED 26,881 -7,187 -21.1% 1.37% $2.6M $95.57
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLC price (monthly, adj. close)

Other funds also holding XLC

As of 2025 Q4 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 13.11% Main Management Fund Advisors LLC 3Y 9.94% INNEALTA CAPITAL, LLC 3Y 7Y 9.44% IMZ Advisory Inc 8.81% Anfield Capital Management, LLC 3Y 8.58% THEORY FINANCIAL LLC 3Y 8.14% Main Management LLC 3Y 7Y 7.66% Bellwether Advisors, LLC 3Y 7.65% WestEnd Advisors, LLC 3Y 7Y 7.64% Algorithmic Investment Models, LLC 3Y 6.01%
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