Energy Select Sector SPDR shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $587k | 173k | 3.40 |
| 2025-06-30 | $6.2M | 255k | 24.43 |
| 2025-03-31 | $6.8M | 238k | 28.46 |
| 2024-12-31 | $4.1M | 230k | 17.72 |
| 2024-09-30 | $368k | 4.2k | 87.80 |
| 2024-06-30 | $247k | 2.7k | 91.15 |
| 2024-03-31 | $260k | 2.8k | 94.41 |
| 2023-09-30 | $238k | 2.6k | 90.39 |
| 2023-06-30 | $218k | 2.7k | 81.17 |
| 2023-03-31 | $219k | 2.6k | 82.83 |
| 2022-12-31 | $210k | 2.4k | 87.47 |
| 2022-03-31 | $129k | 1.7k | 76.42 |
More positions owned by Wellspring Financial Advisors
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