SEC 13F Intelligence

Lauer Wealth, LLC / XLE

Lauer Wealth, LLC’s Select Sector Spdr Tr Position

Does Lauer Wealth, LLC own Select Sector Spdr Tr (XLE)? Not currently — the last reported position was 29.1K shares worth $2M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2023
Shares
29.1K
% of Portfolio
+3.10%
Quarters Held
1
position exited

Position History XLE

Reported value by quarter
Q1 ’23: $2MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202329.1K$2M+3.10%

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