Ownership history in Ted Buchan & Co · 7 quarters on record
This page tracks every 13F SEC filing in which Ted Buchan & Co 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 | 176,762 | +94,740 | +115.5% | 2.90% | $7.9M | $44.71 |
| 2025 Q3 | REDUCED | 82,022 | -2,953 | -3.5% | 2.87% | $7.3M | $44.29 |
| 2025 Q2 | ADDED | 84,975 | +4,963 | +6.2% | 2.87% | $7.2M | $41.69 |
| 2025 Q1 | ADDED | 80,012 | +2,986 | +3.9% | 3.54% | $7.5M | $45.57 |
| 2024 Q4 | REDUCED | 77,026 | -3 | -0.0% | 3.11% | $6.6M | $41.45 |
| 2024 Q3 | REDUCED | 77,029 | -6,979 | -8.3% | 3.21% | $6.8M | $42.13 |
| 2024 Q2 | INITIATED | 84,008 | — | — | 5.81% | $7.0M | — |
As of 2025 Q4 — sorted by position size