SEC 13F Intelligence

Surience Private Wealth LLC / XLE

Surience Private Wealth LLC’s Select Sector Spdr Tr Position

Does Surience Private Wealth LLC own Select Sector Spdr Tr (XLE)? Yes — 68.5K shares worth $4M (+4.51% of its 13F portfolio) as of Q1 2026, up from 24.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
68.5K
% of Portfolio
+4.51%
Quarters Held
4
currently held

Position History XLE

Reported value by quarter
Q1 ’22: $6MQ1 ’22Q4 ’22: $3MQ4 ’22Q2 ’24: $2MQ2 ’24Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202668.5K$4M+4.51%
Q2 202424.7K$2M+2.90%
Q4 202230.0K$3M+3.48%
Q1 202277.2K$6M+5.16%

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