Energy Select Sector SPDR shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $37k | 384 | 96.35 |
| 2023-12-31 | $27k | 326 | 82.82 |
| 2023-09-30 | $29k | 326 | 88.96 |
| 2023-06-30 | $26k | 326 | 79.75 |
| 2023-03-31 | $28k | 325 | 86.15 |
| 2022-12-31 | $95k | 1.3k | 71.70 |
| 2022-09-30 | $95k | 1.3k | 71.70 |
| 2022-06-30 | $95k | 1.3k | 71.75 |
| 2022-03-31 | $101k | 1.3k | 76.28 |
| 2021-12-31 | $73k | 1.3k | 55.14 |
| 2021-09-30 | $69k | 1.3k | 52.15 |
| 2021-06-30 | $71k | 1.3k | 53.67 |
| 2021-03-31 | $63k | 1.3k | 48.80 |
| 2020-12-31 | $11k | 291 | 37.80 |
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