XLC — SELECT SECTOR SPDR TR

Ownership history in WIN ADVISORS, INC  ·  2 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC 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
1.6% (2023 Q3)
Avg. % of fund
1.41%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 21,246 -28,652 -57.4% 1.22% $2.5M $117.99
2023 Q3 INITIATED 49,898 — — 1.60% $3.3M —
% 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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