Energy Select Sector SPDR shares owned by Bogart Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart 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 Bogart Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $128k | 1.4k | 94.44 |
| 2023-12-31 | $101k | 1.2k | 83.83 |
| 2023-09-30 | $115k | 1.3k | 90.38 |
| 2023-06-30 | $57k | 700 | 81.15 |
| 2023-03-31 | $58k | 694 | 82.88 |
| 2022-12-31 | $118k | 1.4k | 87.44 |
| 2022-09-30 | $97k | 1.3k | 72.07 |
| 2022-06-30 | $43k | 607 | 70.84 |
| 2022-03-31 | $48k | 623 | 77.05 |
| 2021-12-31 | $35k | 631 | 55.47 |
| 2021-09-30 | $2.0k | 46 | 43.48 |
| 2021-06-30 | $2.0k | 46 | 43.48 |
| 2021-03-31 | $2.0k | 41 | 48.78 |
| 2020-12-31 | $9.0k | 249 | 36.14 |
| 2020-09-30 | $6.0k | 226 | 26.55 |
| 2020-06-30 | $8.0k | 224 | 35.71 |
| 2020-03-31 | $6.0k | 220 | 27.27 |
| 2019-12-31 | $14k | 227 | 61.67 |
| 2019-09-30 | $13k | 225 | 57.78 |
| 2019-06-30 | $692k | 11k | 63.66 |
| 2019-03-31 | $728k | 11k | 66.03 |
| 2018-12-31 | $0 | 14 | 0.00 |
| 2018-09-30 | $1.0k | 14 | 71.43 |
| 2018-06-30 | $1.0k | 14 | 71.43 |
| 2018-03-31 | $1.0k | 14 | 71.43 |
| 2017-12-31 | $1.0k | 14 | 71.43 |
| 2017-09-30 | $1.0k | 14 | 71.43 |
| 2016-12-31 | $685k | 9.1k | 75.32 |