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Energy Select Sector SPDR shares owned by Lumbard Investment Counseling

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lumbard Investment Counseling from 13F filings

Historical chart of Lumbard Investment Counseling investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Lumbard Investment Counseling consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Lumbard Investment Counseling

Quarter filed Position value Share count Share price at filing
2025-09-30 $471k 5.3k 89.34
2025-06-30 $416k 4.9k 84.81