Financial Freedom, LLC’s Select Sector Spdr Tr Position
Does Financial Freedom, LLC own Select Sector Spdr Tr (XLE)? Yes — 119.1K shares worth $7M (+3.63% of its 13F portfolio) as of Q1 2026, down from 130.0K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
119.1K
% of Portfolio
+3.63%
Quarters Held
14
currently held
Position History XLE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 119.1K | $7M | +3.63% |
| Q4 2025 | 130.0K | $6M | +2.88% |
| Q3 2025 | 77.4K | $7M | +3.44% |
| Q2 2025 | 77.3K | $7M | +3.53% |
| Q1 2025 | 82.3K | $8M | +4.42% |
| Q4 2024 | 80.3K | $7M | +3.63% |
| Q3 2024 | 79.7K | $7M | +3.71% |
| Q2 2024 | 82.2K | $7M | +4.26% |
| Q1 2024 | 86.7K | $8M | +4.85% |
| Q4 2023 | 87.1K | $7M | +4.64% |
| Q3 2023 | 91.7K | $8M | +5.88% |
| Q2 2023 | 92.9K | $8M | +5.29% |
| Q1 2023 | 91.4K | $8M | +5.52% |
| Q4 2022 | 88.2K | $8M | +5.18% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Freedom, LLC’s full portfolio or all institutional holders of XLE.