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Energy Select Sector SPDR shares owned by Brendel Financial Advisors

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Brendel Financial Advisors from 13F filings

Historical chart of Brendel Financial Advisors investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Brendel Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Brendel Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $789k 8.4k 94.40
2023-12-31 $664k 7.9k 83.82
2023-09-30 $730k 8.1k 90.44
2023-06-30 $675k 8.3k 81.18
2023-03-31 $1.1M 13k 82.86
2022-12-31 $1.1M 12k 87.45
2022-09-30 $747k 10k 72.02
2022-06-30 $676k 9.5k 71.50
2022-03-31 $1.3M 17k 76.43
2021-12-31 $1.3M 24k 55.50
2021-09-30 $1.3M 25k 52.10