XLE — SELECT SECTOR SPDR TR

Ownership history in Whitcomb & Hess, Inc.  ·  19 quarters on record

This page tracks every 13F SEC filing in which Whitcomb & Hess, Inc. 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.

Peak position
3.27% (2022 Q4)
Avg. % of fund
2.74%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 222,951 +120,130 +116.8% 2.47% $10.5M $44.71
2025 Q3 ADDED 102,821 +4,959 +5.1% 2.36% $9.2M $44.29
2025 Q2 ADDED 97,862 +1,879 +2.0% 2.34% $8.3M $41.69
2025 Q1 ADDED 95,983 +323 +0.3% 2.72% $9.0M $45.57
15 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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