Energy Select Sector SPDR shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Core Wealth Partners 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 Core Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $273k | 2.9k | 94.40 |
2023-12-31 | $306k | 3.6k | 83.84 |
2023-09-30 | $328k | 3.6k | 90.39 |
2023-06-30 | $314k | 3.9k | 81.18 |
2023-03-31 | $243k | 2.9k | 82.83 |