Discipline Wealth Solutions »

Energy Select Sector SPDR shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Discipline Wealth Solutions 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 Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $393k 8.8k 44.71

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Discipline Wealth Solutions

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
Tudor Investment Corporation
Jpmorgan Chase & Co
Menora Mivtachim Holdings
Citadel Advisors
Walleye Trading

View all funds holding Energy Select Sector SPDR