Financial Freedom, LLC’s Select Sector Spdr Tr Position
Does Financial Freedom, LLC own Select Sector Spdr Tr (XLY)? Yes — 18.9K shares worth $2M (+1.03% of its 13F portfolio) as of Q1 2026, down from 19.8K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
18.9K
% of Portfolio
+1.03%
Quarters Held
14
currently held
Position History XLY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 18.9K | $2M | +1.03% |
| Q4 2025 | 19.8K | $2M | +1.18% |
| Q3 2025 | 9.9K | $2M | +1.18% |
| Q2 2025 | 11.0K | $2M | +1.29% |
| Q1 2025 | 11.4K | $2M | +1.29% |
| Q4 2024 | 11.8K | $3M | +1.40% |
| Q3 2024 | 12.1K | $2M | +1.28% |
| Q2 2024 | 12.3K | $2M | +1.28% |
| Q1 2024 | 12.5K | $2M | +1.37% |
| Q4 2023 | 12.7K | $2M | +1.44% |
| Q3 2023 | 13.1K | $2M | +1.50% |
| Q2 2023 | 13.0K | $2M | +1.55% |
| Q1 2023 | 13.0K | $2M | +1.41% |
| Q4 2022 | 12.9K | $2M | +1.12% |
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 XLY.