SEC 13F Intelligence

Householder Group Estate & Retirement Specialist, LLC / XLV

Householder Group Estate & Retirement Specialist, LLC’s Select Sector Spdr Tr Position

Does Householder Group Estate & Retirement Specialist, LLC own Select Sector Spdr Tr (XLV)? Yes — 12.4K shares worth $2M (+1.27% of its 13F portfolio) as of Q4 2024, down from 17.4K shares the prior filed quarter.

Position Value
$2M
Q4 2024
Shares
12.4K
% of Portfolio
+1.27%
Quarters Held
10
currently held

Position History XLV

Reported value by quarter
Q1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22Q1 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202412.4K$2M+1.27%
Q3 202417.4K$3M+0.78%
Q2 202418.1K$3M+0.74%
Q1 202418.6K$3M+0.82%
Q4 202318.0K$2M+0.81%
Q3 202321.0K$3M+0.97%
Q1 202322.1K$3M+1.10%
Q3 202213.5K$2M+0.67%
Q2 202213.4K$2M+0.77%
Q1 202223.2K$3M+1.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Householder Group Estate & Retirement Specialist, LLC’s full portfolio or all institutional holders of XLV.