SEC 13F Intelligence

Naples Money Management LLC / XLC

Naples Money Management LLC’s Select Sector Spdr Tr Position

Does Naples Money Management LLC own Select Sector Spdr Tr (XLC)? Yes20.2K shares worth $2M (+1.54% of its 13F portfolio) as of Q3 2024, down from 21.3K shares the prior filed quarter.

Position Value
$2M
Q3 2024
Shares
20.2K
% of Portfolio
+1.54%
Quarters Held
3
currently held

Position History XLC

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202420.2K$2M+1.54%
Q2 202421.3K$2M+1.55%
Q1 202421.6K$2M+1.76%

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