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Energy Select Sector SPDR shares owned by Meriwether Wealth & Planning

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

Historical chart of Meriwether Wealth & Planning investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Meriwether Wealth & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Meriwether Wealth & Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 14k 89.34
2025-06-30 $1.3M 15k 84.81
2025-03-31 $1.8M 19k 93.45
2024-12-31 $1.2M 14k 85.66