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Energy Select Sector SPDR shares owned by Avalon Trust

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Avalon Trust from 13F filings

Historical chart of Avalon Trust investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Avalon Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Avalon Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $22k 480 44.71
2025-09-30 $60k 675 89.34
2023-03-31 $37k 450 82.83