Energy Select Sector SPDR shares owned by Rothschild Investment
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Rothschild Investment
from 13F filings
Historical chart of Rothschild Investment investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Rothschild Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $975k | 11k | 89.34 |
| 2025-06-30 | $964k | 11k | 84.81 |
| 2025-03-31 | $1.2M | 12k | 93.45 |
| 2024-12-31 | $1.1M | 13k | 85.66 |
| 2024-09-30 | $1.1M | 12k | 87.80 |
| 2024-06-30 | $1.4M | 16k | 91.15 |
| 2024-03-31 | $1.3M | 14k | 94.41 |
| 2023-12-31 | $1.0M | 12k | 83.84 |