SEC 13F Intelligence

Wayfinding Financial, LLC / XLU

Wayfinding Financial, LLC’s Select Sector Spdr Tr Position

Does Wayfinding Financial, LLC own Select Sector Spdr Tr (XLU)? Yes62.9K shares worth $3M (+1.25% of its 13F portfolio) as of Q1 2026, down from 63.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
62.9K
% of Portfolio
+1.25%
Quarters Held
13
currently held

Position History XLU

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $3MQ3 ’23Q4 ’23: $4MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202662.9K$3M+1.25%
Q4 202563.9K$3M+1.15%
Q3 202532.4K$3M+1.22%
Q2 202532.7K$3M+1.27%
Q1 202533.7K$3M+1.16%
Q4 202434.5K$3M+1.40%
Q3 202438.3K$3M+2.30%
Q2 202440.1K$3M+1.54%
Q1 202441.1K$3M+1.69%
Q4 202359.7K$4M+2.57%
Q3 202359.3K$3M+2.52%
Q2 202360.9K$4M+2.84%
Q1 202362.8K$4M+3.23%

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