SEC 13F Intelligence

Omnia Family Wealth, LLC / XLU

Omnia Family Wealth, LLC’s Select Sector Spdr Tr Position

Does Omnia Family Wealth, LLC own Select Sector Spdr Tr (XLU)? Not currently — the last reported position was 54.4K shares worth $4M in Q4 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$4M
Q4 2024
Shares
54.4K
% of Portfolio
+1.70%
Quarters Held
4
position exited

Position History XLU

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’24: $4MQ2 ’24Q3 ’24: $5MQ3 ’24Q4 ’24: $4MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202454.4K$4M+1.70%
Q3 202458.6K$5M+2.03%
Q2 202459.1K$4M+1.71%
Q1 202355.7K$4M+2.90%

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