SEC 13F Intelligence

Cedrus Wealth Group LLC / XLE

Cedrus Wealth Group LLC’s Select Sector Spdr Tr Position

Does Cedrus Wealth Group LLC own Select Sector Spdr Tr (XLE)? Yes357.9K shares worth $16M (+14.76% of its 13F portfolio) as of Q1 2026.

Position Value
$16M
Q1 2026
Shares
357.9K
% of Portfolio
+14.76%
Quarters Held
1
currently held

Position History XLE

Reported value by quarter
Q1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026357.9K$16M+14.76%

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