Energy Select Sector SPDR shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Simplicity Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $4.4M | 46k | 94.41 |
2022-09-30 | $267k | 3.7k | 71.95 |
2022-06-30 | $263k | 3.7k | 71.64 |
2022-03-31 | $597k | 7.8k | 76.38 |
2021-12-31 | $1.2M | 22k | 55.50 |