SEC 13F Intelligence

Greenwood Gearhart LLC / XLU

Greenwood Gearhart LLC’s Select Sector Spdr Tr Position

Does Greenwood Gearhart LLC own Select Sector Spdr Tr (XLU)? Yes436.2K shares worth $20M (+1.08% of its 13F portfolio) as of Q1 2026, up from 416.9K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
436.2K
% of Portfolio
+1.08%
Quarters Held
17
currently held

Position History XLU

Reported value by quarter
Q2 ’21: $7MQ2 ’21Q3 ’21: $9MQ4 ’21: $11MQ1 ’22: $9MQ1 ’22Q2 ’22: $8MQ3 ’22: $8MQ4 ’22: $9MQ4 ’22Q4 ’23: $12MQ1 ’24: $12MQ2 ’24: $12MQ2 ’24Q3 ’24: $16MQ4 ’24: $16MQ1 ’25: $16MQ1 ’25Q2 ’25: $16MQ3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026436.2K$20M+1.08%
Q4 2025416.9K$18M+0.98%
Q3 2025206.0K$18M+1.04%
Q2 2025201.7K$16M+1.03%
Q1 2025197.1K$16M+1.08%
Q4 2024206.1K$16M+1.08%
Q3 2024197.5K$16M+1.33%
Q2 2024179.6K$12M+1.15%
Q1 2024178.0K$12M+1.14%
Q4 2023183.6K$12M+1.24%
Q4 2022124.7K$9M+1.25%
Q3 2022120.0K$8M+1.25%
Q2 2022119.9K$8M+1.34%
Q1 2022120.8K$9M+1.23%
Q4 2021150.1K$11M+1.48%
Q3 2021143.0K$9M+1.42%
Q2 2021117.0K$7M+1.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greenwood Gearhart LLC’s full portfolio or all institutional holders of XLU.