SEC 13F Intelligence

Surience Private Wealth LLC / XLY

Surience Private Wealth LLC’s Select Sector Spdr Tr Position

Does Surience Private Wealth LLC own Select Sector Spdr Tr (XLY)? Not currently — the last reported position was 75.0K shares worth $11M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q1 2023
Shares
75.0K
% of Portfolio
+16.52%
Quarters Held
2
position exited

Position History XLY

Reported value by quarter
Q4 ’21: $15MQ4 ’21Q1 ’23: $11MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202375.0K$11M+16.52%
Q4 202174.7K$15M+12.45%

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 XLY.