SEC 13F Intelligence

Pacific Financial Group Inc / XLB

Pacific Financial Group Inc’s Select Sector Spdr Tr Position

Does Pacific Financial Group Inc own Select Sector Spdr Tr (XLB)? Not currently — the last reported position was 50.7K shares worth $4M in Q2 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q2 2021
Shares
50.7K
% of Portfolio
+2.89%
Quarters Held
3
position exited

Position History XLB

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $4MQ1 ’21Q2 ’21: $4MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202150.7K$4M+2.89%
Q1 202152.7K$4M+3.35%
Q4 202045.0K$3M+2.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pacific Financial Group Inc’s full portfolio or all institutional holders of XLB.