Energy Select Sector SPDR shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38k | 430 | 89.34 |
| 2025-06-30 | $37k | 430 | 84.81 |
| 2025-03-31 | $40k | 13 | 3091.08 |