TOBIAS FINANCIAL ADVISORS, INC.
Position in XLE — State Street(R) Energy Select Sector SPDR(R) ETF
CIK 1802080
Plantation, FL
All Filings in XLE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 XLE | $294,229 | 5,540 | Shares | Sole | 2026-08-25 | |
| 2026-03-31 XLE | $343,178 | 5,602 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 XLE | $257,887 | 5,768 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||