Select Sector Spdr Trust

Independence Wealth Advisors, LLC XLE

Report date

3/31/2026

Quarter

2026 Q1

Filed

4/20/2026

Shares

70,349

Value ($000)

4,310

Weight

2.3%

2025 Q4 - 2026 Q1 (2 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	4/20/2026	4,310	2.3%	70,349	3/31/2026
2025 Q4	1/9/2026	1,153	0.6%	25,779	12/31/2025