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Energy Select Sector SPDR shares owned by Rockwood Wealth Management

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

Historical chart of Rockwood 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 Rockwood 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 Rockwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 5.0k 44.71
2025-06-30 $208k 2.4k 84.81
2025-03-31 $267k 2.9k 93.45
2024-12-31 $242k 2.9k 84.55
2024-09-30 $208k 2.4k 87.82

More positions owned by Rockwood Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares U S Etf Tr Short Maturity M (MEAR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Series Trust State Street Spd (SPSB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Series Trust State Street Spd (SPIB)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Rockwood Wealth Management

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR