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Energy Select Sector SPDR shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2026-03-31 $910k 15k 59.45

More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Ishares Tr 1 3 Yr Treas Bd (SHY)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Crowdstrike Hldgs Cl A (CRWD)
Caterpillar (CAT)
Apple (AAPL)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Top funds holding Energy Select Sector SPDR

Susquehanna International
Bank of America Corporation
Goldman Sachs Group
Jane Street
Morgan Stanley
Millennium Management
Barclays
Citigroup
Citadel Advisors
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Tudor Investment Corporation
LPL Financial
Varma Mutual Pension Insurance

View all funds holding Energy Select Sector SPDR