SEC 13F Intelligence

Monument Capital Management / XLC

Monument Capital Management’s Select Sector Spdr Tr Position

Does Monument Capital Management own Select Sector Spdr Tr (XLC)? Yes — 46.0K shares worth $5M (+1.28% of its 13F portfolio) as of Q1 2026, up from 45.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
46.0K
% of Portfolio
+1.28%
Quarters Held
8
currently held

Position History XLC

Reported value by quarter
Q1 ’24: $4MQ1 ’24Q2 ’24: $5MQ2 ’24Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.0K$5M+1.28%
Q4 202545.9K$5M+1.34%
Q3 202544.0K$5M+1.30%
Q2 202547.5K$5M+1.34%
Q1 202547.2K$5M+1.40%
Q4 202448.0K$5M+1.28%
Q2 202458.5K$5M+1.47%
Q1 202444.7K$4M+1.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monument Capital Management’s full portfolio or all institutional holders of XLC.