SEC 13F Intelligence

Intrinsic Value Partners, LLC / XLE

Intrinsic Value Partners, LLC’s Select Sector Spdr Tr Position

Does Intrinsic Value Partners, LLC own Select Sector Spdr Tr (XLE)? Yes — 41.5K shares worth $3M (+1.96% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
41.5K
% of Portfolio
+1.96%
Quarters Held
9
currently held

Position History XLE

Reported value by quarter
Q1 ’24: $594,783Q1 ’24Q2 ’24: $583,360Q3 ’24: $561,920Q3 ’24Q4 ’24: $561,073Q1 ’25: $943,004Q1 ’25Q2 ’25: $882,957Q3 ’25: $956,921Q3 ’25Q4 ’25: $2MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.5K$3M+1.96%
Q4 202541.5K$2M+1.39%
Q3 202510.7K$956,921+0.77%
Q2 202510.4K$882,957+0.79%
Q1 202510.1K$943,004+0.93%
Q4 20246.5K$561,073+0.56%
Q3 20246.4K$561,920+0.56%
Q2 20246.4K$583,360+0.61%
Q1 20246.3K$594,783+0.63%

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