Energy Select Sector SPDR shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Confluence Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $202k | 2.1k | 94.41 |
2021-12-31 | $83k | 1.5k | 55.37 |
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