Ballast Rock Private Wealth »

Energy Select Sector SPDR shares owned by Ballast Rock Private Wealth

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Ballast Rock Private Wealth from 13F filings

Historical chart of Ballast Rock Private Wealth investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Ballast Rock Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Select Sector SPDR by Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $461k 10k 44.71

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vs Trust -1x Shrt Vix Fut (SVIX)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Barclays
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Millennium Management
Elliott Investment Management
Royal Bank of Canada
LPL Financial
Peak6
Tudor Investment Corporation
Jpmorgan Chase & Co
Menora Mivtachim Holdings
Citadel Advisors

View all funds holding Energy Select Sector SPDR