SEC 13F Intelligence

Csm Advisors, LLC / XLE

Csm Advisors, LLC’s Select Sector Spdr Tr Position

Does Csm Advisors, LLC own Select Sector Spdr Tr (XLE)? Not currently — the last reported position was 276.0K shares worth $15M in Q2 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q2 2021
Shares
276.0K
% of Portfolio
+0.98%
Quarters Held
1
position exited

Position History XLE

Reported value by quarter
Q2 ’21: $15MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2021276.0K$15M+0.98%

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