Energy Select Sector SPDR shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $211k | 2.5k | 83.84 |
| 2023-09-30 | $264k | 2.9k | 90.39 |
| 2023-06-30 | $237k | 2.9k | 81.17 |
| 2023-03-31 | $248k | 3.0k | 82.83 |
| 2022-12-31 | $240k | 2.7k | 87.47 |
| 2022-09-30 | $197k | 2.7k | 72.03 |
| 2022-06-30 | $174k | 2.4k | 71.46 |
| 2022-03-31 | $64k | 839 | 76.28 |