SEC 13F Intelligence

Code Waechter LLC / XLE

Code Waechter LLC’s Select Sector Spdr Tr Position

Does Code Waechter LLC own Select Sector Spdr Tr (XLE)? Not currently — the last reported position was 30.0K shares worth $2,803 in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2,803
Q1 2025
Shares
30.0K
% of Portfolio
+2.30%
Quarters Held
3
position exited

Position History XLE

Reported value by quarter
Q3 ’24: $2,539Q3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2,803Q1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202530.0K$2,803+2.30%
Q4 202429.1K$2M+2.18%
Q3 202428.9K$2,539+2.42%

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