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Energy Select Sector SPDR shares owned by Roxbury Financial

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Select Sector SPDR by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $470k 5.3k 89.34
2025-06-30 $453k 5.3k 84.81
2025-03-31 $679k 7.5k 91.00
2024-12-31 $764k 8.0k 95.53