Energy Select Sector SPDR shares owned by Caldwell Trust
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $392k | 8.8k | 44.71 |
| 2025-09-30 | $401k | 4.5k | 89.34 |
| 2021-12-31 | $635k | 11k | 55.50 |
| 2021-09-30 | $596k | 11k | 52.09 |
| 2021-06-30 | $21k | 395 | 53.87 |
| 2021-03-31 | $153k | 3.1k | 49.06 |
| 2020-12-31 | $8.7k | 230 | 37.90 |
| 2020-09-30 | $54k | 1.8k | 29.95 |
| 2020-06-30 | $89k | 2.3k | 37.85 |
| 2020-03-31 | $64k | 2.2k | 29.06 |
| 2019-12-31 | $77k | 1.3k | 60.04 |