Energy Select Sector SPDR shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $757k | 8.0k | 94.42 |
| 2023-12-31 | $740k | 8.8k | 83.84 |
| 2023-09-30 | $767k | 8.5k | 90.39 |
| 2023-06-30 | $688k | 8.5k | 81.17 |
| 2023-03-31 | $684k | 8.3k | 82.83 |
| 2022-12-31 | $732k | 8.4k | 87.47 |
| 2022-09-30 | $658k | 9.1k | 71.99 |
| 2022-06-30 | $742k | 10k | 71.53 |
| 2022-03-31 | $815k | 11k | 76.48 |
| 2021-12-31 | $555k | 10k | 55.51 |
| 2021-09-30 | $471k | 9.0k | 52.08 |
| 2021-06-30 | $447k | 8.3k | 53.89 |
| 2021-03-31 | $237k | 4.8k | 49.09 |