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Energy Select Sector SPDR shares owned by Mascoma Wealth Management

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

Historical chart of Mascoma 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 Mascoma 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 Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $116k 1.3k 89.34
2025-06-30 $191k 2.2k 84.81
2025-03-31 $246k 2.6k 93.45
2024-12-31 $270k 3.1k 85.66
2024-09-30 $15k 175 87.80
2022-06-30 $1.0k 19 52.63

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Esg Msci Kld 400 Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Millennium Management
Morgan Stanley
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Barclays
Tudor Investment Corporation
Jpmorgan Chase & Co
Elliott Investment Management
Citadel Advisors
LPL Financial
Peak6

View all funds holding Energy Select Sector SPDR