Cypress Wealth Services »

Energy Select Sector SPDR shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $315k 7.0k 44.71
2022-12-31 $368k 4.2k 87.47
2022-09-30 $317k 3.9k 81.87
2020-12-31 $402k 11k 37.95
2020-09-30 $618k 21k 29.93
2020-06-30 $594k 16k 37.88
2020-03-31 $349k 12k 29.07