SEC 13F Intelligence

Naples Money Management LLC / XLK

Naples Money Management LLC’s Select Sector Spdr Tr Position

Does Naples Money Management LLC own Select Sector Spdr Tr (XLK)? Yes — 8.5K shares worth $2M (+1.63% of its 13F portfolio) as of Q3 2024, down from 8.7K shares the prior filed quarter.

Position Value
$2M
Q3 2024
Shares
8.5K
% of Portfolio
+1.63%
Quarters Held
4
currently held

Position History XLK

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20248.5K$2M+1.63%
Q2 20248.7K$2M+1.68%
Q1 20248.5K$2M+1.76%
Q4 202312.7K$2M+2.28%

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 XLK.