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Energy Select Sector SPDR shares owned by Laurel Oak Wealth Management

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

Historical chart of Laurel Oak Wealth Management investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Laurel Oak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $876k 14k 61.26

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR