SEC 13F Intelligence

Surience Private Wealth LLC / XLK

Surience Private Wealth LLC’s Select Sector Spdr Tr Position

Does Surience Private Wealth LLC own Select Sector Spdr Tr (XLK)? Not currently — the last reported position was 47.8K shares worth $7M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q4 2025
Shares
47.8K
% of Portfolio
+7.39%
Quarters Held
3
position exited

Position History XLK

Reported value by quarter
Q4 ’23: $12MQ4 ’23Q3 ’24: $13MQ3 ’24Q4 ’25: $7MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202547.8K$7M+7.39%
Q3 202455.7K$13M+12.85%
Q4 202362.5K$12M+12.22%

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 XLK.