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Energy Select Sector SPDR shares owned by Lifetime Wealth Management P.C.

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lifetime Wealth Management P.C. from 13F filings

Historical chart of Lifetime Wealth Management P.C. investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Lifetime Wealth Management P.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $325k 45 7220.02