SEC 13F Intelligence

Blue Investment Partners LLC / XLE

Blue Investment Partners LLC’s Select Sector Spdr Tr Position

Does Blue Investment Partners LLC own Select Sector Spdr Tr (XLE)? Not currently — the last reported position was 40.9K shares worth $4M in Q1 2024; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$4M
Q1 2024
Shares
40.9K
% of Portfolio
+2.01%
Quarters Held
2
position exited

Position History XLE

Reported value by quarter
Q3 ’23: $3MQ3 ’23Q1 ’24: $4MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202440.9K$4M+2.01%
Q3 202328.5K$3M+2.05%

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