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Energy Select Sector SPDR shares owned by Altium Wealth Management

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium Wealth Management investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Altium Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $852k 12k 71.49
2022-03-31 $1.0M 13k 76.47
2021-12-31 $733k 13k 55.52
2021-09-30 $677k 13k 52.06
2021-06-30 $719k 13k 53.91
2021-03-31 $702k 14k 49.06
2019-06-30 $220k 3.5k 63.62