SEC 13F Intelligence

Bulltick Wealth Management, LLC / XLE

Bulltick Wealth Management, LLC’s Select Sector Spdr Tr Position

Does Bulltick Wealth Management, LLC own Select Sector Spdr Tr (XLE)? Yes75.0K shares worth $5M (+1.01% of its 13F portfolio) as of Q1 2026, up from 27.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
75.0K
% of Portfolio
+1.01%
Quarters Held
2
currently held

Position History XLE

Reported value by quarter
Q3 ’25: $2MQ3 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202675.0K$5M+1.01%
Q3 202527.7K$2M+0.59%

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