Ownership history in WEALTHSPAN PARTNERS, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in ENERGY SELECT SECTOR SPDR FUND (XLE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,789 | -290 | -9.4% | 0.10% | $249K | $44.29 |
| 2025 Q2 | REDUCED | 3,079 | -311 | -9.2% | 0.11% | $261K | $41.69 |
| 2025 Q1 | ADDED | 3,390 | +2 | +0.1% | 0.15% | $317K | $45.57 |
| 2024 Q4 | REDUCED | 3,388 | -104 | -3.0% | 0.14% | $290K | $41.45 |
| 2024 Q3 | REDUCED | 3,492 | -197 | -5.3% | 0.15% | $307K | $42.13 |
| 2024 Q2 | REDUCED | 3,689 | -227 | -5.8% | 0.19% | $336K | $43.38 |
| 2024 Q1 | REDUCED | 3,916 | -274 | -6.5% | 0.22% | $370K | $44.57 |
| 2023 Q4 | REDUCED | 4,190 | -72 | -1.7% | 0.25% | $351K | $39.26 |
| 2023 Q3 | REDUCED | 4,262 | -529 | -11.0% | 0.30% | $385K | $41.93 |
| 2023 Q2 | REDUCED | 4,791 | -338 | -6.6% | 0.31% | $389K | $37.38 |
As of 2025 Q4 — sorted by position size