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Energy Select Sector SPDR shares owned by Carlson Financial

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

Historical chart of Carlson Financial investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $801k 15k 53.12
2026-03-31 $941k 15k 61.26
2025-12-31 $677k 15k 44.71

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View all positions for Carlson Financial

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Susquehanna International
Jane Street
Millennium Management
Morgan Stanley
Barclays
Citigroup
Citadel Advisors
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
LPL Financial
Tudor Investment Corporation

View all funds holding Energy Select Sector SPDR