Energy Select Sector SPDR shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Financial Synergies Wealth Advisors 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 Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $38k | 400 | 94.41 |
| 2023-12-31 | $35k | 400 | 87.47 |
| 2023-09-30 | $36k | 400 | 90.39 |
| 2023-06-30 | $33k | 400 | 81.17 |
| 2023-03-31 | $33k | 400 | 82.83 |
| 2022-12-31 | $35k | 400 | 87.47 |
| 2022-09-30 | $38k | 523 | 72.02 |
| 2022-06-30 | $37k | 523 | 71.51 |
More positions owned by Financial Synergies Wealth Advisors
View all positions for Financial Synergies Wealth Advisors