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Disclosery

Spectrum Strategic Capital Management, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Strategic Capital Management, LLC on XLE, newest first. How the timeline and the estimate are built.

Spectrum Strategic Capital Management, LLC held 29,324 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,324 shares
    Change vs previous 13F -5,631 shares

    0.77% of the 13F portfolio, value $1,557,425.

    13F-HR 0001554961-26-000014 filed by Spectrum Strategic Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,955 shares
    Change vs previous 13F -2,529 shares

    1.15% of the 13F portfolio, value $2,141,313.

    13F-HR 0001554961-26-000009 filed by Spectrum Strategic Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,484 shares
    Change vs previous 13F +16,177 shares

    0.89% of the 13F portfolio, value $1,675,888.

    13F-HR 0001554961-26-000005 filed by Spectrum Strategic Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,307 shares
    Change vs previous 13F +375 shares

    1.14% of the 13F portfolio, value $1,903,545.

    13F-HR 0001554961-25-000013 filed by Spectrum Strategic Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,932 shares
    Change vs previous 13F +2,091 shares

    1.13% of the 13F portfolio, value $1,775,244.

    13F-HR 0001554961-25-000011 filed by Spectrum Strategic Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,841 shares
    Change vs previous 13F +235 shares

    1.1% of the 13F portfolio, value $1,760,716.

    13F-HR 0001554961-25-000007 filed by Spectrum Strategic Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,606 shares
    Change vs previous 13F +516 shares

    1% of the 13F portfolio, value $1,593,755.

    13F-HR 0001554961-25-000004 filed by Spectrum Strategic Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,090 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,588,291.

    13F-HR 0001554961-24-000008 filed by Spectrum Strategic Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).