SEC 13F Intelligence

Wespac Advisors, LLC / XLE

Wespac Advisors, LLC’s Select Sector Spdr Tr Position

Does Wespac Advisors, LLC own Select Sector Spdr Tr (XLE)? Yes68.2K shares worth $4M (+2.29% of its 13F portfolio) as of Q1 2026, up from 4.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
68.2K
% of Portfolio
+2.29%
Quarters Held
17
currently held

Position History XLE

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q4 ’19: $2MQ4 ’20: $687,000Q1 ’21: $2MQ1 ’21Q2 ’21: $1MQ3 ’21: $3MQ4 ’21: $499,000Q4 ’21Q1 ’22: $2MQ2 ’22: $384,000Q4 ’22: $252,685Q4 ’22Q4 ’23: $558,644Q1 ’24: $656,362Q2 ’24: $501,716Q2 ’24Q1 ’25: $306,890Q3 ’25: $943,609Q4 ’25: $201,642Q4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202668.2K$4M+2.29%
Q4 20254.5K$201,642+0.11%
Q3 202510.6K$943,609+0.55%
Q1 20253.3K$306,890+0.25%
Q2 20245.5K$501,716+0.39%
Q1 20247.0K$656,362+0.38%
Q4 20236.7K$558,644+0.39%
Q4 20222.9K$252,685+0.44%
Q2 20225.4K$384,000+0.29%
Q1 202227.8K$2M+2.30%
Q4 20219.0K$499,000+0.33%
Q3 202158.2K$3M+1.87%
Q2 202118.8K$1M+1.94%
Q1 202144.1K$2M+1.62%
Q4 202018.1K$687,000+0.53%
Q4 201930.9K$2M+1.82%
Q1 201937.7K$2M+1.72%

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