SEC 13F Intelligence

Rezny Wealth Management, Inc. / XLV

Rezny Wealth Management, Inc.’s Select Sector Spdr Tr Position

Does Rezny Wealth Management, Inc. own Select Sector Spdr Tr (XLV)? Not currently — the last reported position was 110.6K shares worth $15M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q4 2024
Shares
110.6K
% of Portfolio
+3.74%
Quarters Held
25
position exited

Position History XLV

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $9MQ3 ’19: $8MQ4 ’19: $12MQ4 ’19Q1 ’20: $6MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $13MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $11MQ4 ’21Q1 ’22: $16MQ2 ’22: $6MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $14MQ4 ’23Q1 ’24: $15MQ2 ’24: $15MQ3 ’24: $17MQ4 ’24: $15MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024110.6K$15M+3.74%
Q3 2024108.2K$17M+4.20%
Q2 2024104.8K$15M+4.09%
Q1 202499.4K$15M+4.25%
Q4 202399.5K$14M+4.32%
Q3 202344.0K$6M+1.99%
Q2 202343.2K$6M+1.93%
Q1 202341.6K$5M+1.99%
Q4 202244.4K$6M+2.32%
Q3 202244.9K$5M+2.20%
Q2 202244.6K$6M+2.20%
Q1 2022116.0K$16M+2.60%
Q4 202178.0K$11M+3.41%
Q3 202179.0K$10M+3.41%
Q2 202179.4K$10M+3.49%
Q1 202179.1K$9M+3.60%
Q4 2020115.9K$13M+5.48%
Q3 2020115.4K$12M+5.64%
Q2 2020112.4K$11M+5.76%
Q1 2020116.5K$6M+0.01%
Q4 2019113.8K$12M+5.99%
Q3 201990.3K$8M+4.69%
Q2 201998.8K$9M+5.51%
Q1 201996.2K$9M+5.36%
Q4 201892.9K$8M+5.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rezny Wealth Management, Inc.’s full portfolio or all institutional holders of XLV.