SEC 13F Intelligence

Bluestem Wealth Partners, LLC / XLE

Bluestem Wealth Partners, LLC’s Select Sector Spdr Tr Position

Does Bluestem Wealth Partners, LLC own Select Sector Spdr Tr (XLE)? Yes311.7K shares worth $19M (+2.12% of its 13F portfolio) as of Q1 2026.

Position Value
$19M
Q1 2026
Shares
311.7K
% of Portfolio
+2.12%
Quarters Held
1
currently held

Position History XLE

Reported value by quarter
Q1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026311.7K$19M+2.12%

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