Wellspring Financial Advisors, LLC's ownership history for XLE

Wellspring Financial Advisors, LLC currently holds 172.8K shares with a market value of $586.9K. It started holding XLE on 2024-09-30. At its peak, it held 255.0K shares on 2025-06-30. Its highest holding value was $6.8M on 2025-03-31. At its lowest, it held 4.2K shares on 2024-09-30, with a value of $368.0K on 2024-09-30. In the recent 180 days, Wellspring Financial Advisors, LLC has decreased its shares by 64.9K. In the recent year, Wellspring Financial Advisors, LLC has increased its shares by 168.6K.