XLE — ENERGY SELECT SECTOR SPDR FUND

Ownership history in WEALTHSPAN PARTNERS, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in ENERGY SELECT SECTOR SPDR FUND (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.

Peak position
0.42% (2022 Q4)
Avg. % of fund
0.23%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,789 -290 -9.4% 0.10% $249K $44.29
2025 Q2 REDUCED 3,079 -311 -9.2% 0.11% $261K $41.69
2025 Q1 ADDED 3,390 +2 +0.1% 0.15% $317K $45.57
2024 Q4 REDUCED 3,388 -104 -3.0% 0.14% $290K $41.45
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLE price (monthly, adj. close)

Other funds also holding XLE

As of 2025 Q4 — sorted by position size

CABANA LLC 3Y 7Y 10.35% Main Management Fund Advisors LLC 3Y 9.87% III Capital Management 3Y 9.48% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 6.23% Algorithmic Investment Models, LLC 3Y 6.02% III Capital Management 3Y 6.02% Granger Management LLC 3Y 5.87% CTC Alternative Strategies, Ltd. 3Y 7Y 5.33% WealthCare Asset Management, LLC 4.59% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 4.52%
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