SEC 13F Intelligence

Turn8 Private Wealth Inc. / XLE

Turn8 Private Wealth Inc.’s Select Sector Spdr Tr Position

Does Turn8 Private Wealth Inc. own Select Sector Spdr Tr (XLE)? Yes — 98.9K shares worth $6M (+3.78% of its 13F portfolio) as of Q1 2026, down from 123.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
98.9K
% of Portfolio
+3.78%
Quarters Held
5
currently held

Position History XLE

Reported value by quarter
Q1 ’25: $6MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202698.9K$6M+3.78%
Q4 2025123.6K$6M+3.96%
Q3 202561.8K$6M+3.96%
Q2 202561.8K$5M+3.78%
Q1 202561.1K$6M+4.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Turn8 Private Wealth Inc.’s full portfolio or all institutional holders of XLE.