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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

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Quarterly 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