Energy Select Sector SPDR shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $860k | 9.1k | 94.41 |
| 2023-09-30 | $1.1M | 12k | 90.39 |
| 2023-06-30 | $1.6M | 20k | 81.17 |
| 2023-03-31 | $2.0M | 24k | 82.83 |
| 2022-12-31 | $2.7M | 31k | 87.47 |
| 2022-09-30 | $2.8M | 40k | 72.03 |
| 2022-06-30 | $3.1M | 44k | 71.51 |
| 2022-03-31 | $3.7M | 48k | 76.44 |
| 2021-12-31 | $2.7M | 49k | 55.49 |
| 2021-09-30 | $2.5M | 48k | 52.08 |
| 2021-06-30 | $1.9M | 36k | 53.88 |