Energy Select Sector SPDR shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $220k | 2.4k | 93.45 |
| 2024-12-31 | $202k | 2.4k | 85.66 |
| 2024-09-30 | $207k | 2.4k | 87.80 |
| 2024-06-30 | $215k | 2.4k | 91.15 |
| 2024-03-31 | $222k | 2.4k | 94.41 |
| 2023-09-30 | $215k | 2.4k | 90.39 |
| 2022-12-31 | $269k | 3.1k | 87.47 |