XLY β€” SELECT SECTOR SPDR TR

Ownership history in WULFF, HANSEN & CO.  Β·  16 quarters on record

AI Ownership Summary

WULFF, HANSEN & CO. reported SELECT SECTOR SPDR TR (XLY) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.62% in 2023 Q4. The latest visible filing shows XLY at 1.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WULFF, HANSEN & CO.'s position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLY was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WULFF, HANSEN & CO. held XLY β€” position size vs. price
% of Fund (quarterly)    XLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 14,098 +7,009 +98.9% 1.41% $1.7M 2026-02-14 (Est.) $115.95
2025 Q3 REDUCED 7,089 -1 -0.0% 1.46% $1.7M 2025-11-07 $117.46
2025 Q2 REDUCED 7,090 -195 -2.7% 1.32% $1.5M 2025-08-12 $112.72
2025 Q1 REDUCED 7,285 -175 -2.3% 1.31% $1.4M 2025-05-14 $107.21
2024 Q4 UNCHANGED 7,460 β€” 0% 1.58% $1.7M 2025-02-11 $110.71
2024 Q3 REDUCED 7,460 -1,485,484 -99.5% 1.35% $1.5M 2024-11-12 $106.92
2024 Q2 ADDED 1,492,944 +1,484,759 +18140.0% 0.71% $8.2M 2024-08-09 $85.91
2024 Q1 ADDED 8,185 +20 +0.2% 1.50% $1.5M 2024-05-02 $86.89
2023 Q4 REDUCED 8,165 -1,027 -11.2% 1.62% $1.5M 2024-02-12 $88.19
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WULFF, HANSEN & CO. and XLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has WULFF, HANSEN & CO. reported owning XLY?

WULFF, HANSEN & CO. reported XLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLY position in WULFF, HANSEN & CO.'s portfolio?

The largest reported portfolio weight for XLY was 1.62% in 2023 Q4.

What is the latest reported XLY position on this page?

The most recent filing on this page is 2025 Q4, when WULFF, HANSEN & CO. reported 14,098 shares, equal to 1.41% of portfolio, with an estimated market value of $1.7M.

What does the chart on this XLY ownership page compare?

The chart compares WULFF, HANSEN & CO.'s quarterly XLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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