Energy Select Sector SPDR shares owned by Herold Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold 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 Herold 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 Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 36k | 94.42 |
| 2023-12-31 | $3.0M | 36k | 83.84 |
| 2023-09-30 | $3.3M | 37k | 90.39 |
| 2023-06-30 | $3.0M | 37k | 81.17 |
| 2023-03-31 | $3.2M | 39k | 82.83 |
| 2022-12-31 | $3.3M | 38k | 87.47 |
| 2022-09-30 | $2.7M | 38k | 72.01 |
| 2022-06-30 | $2.6M | 37k | 71.51 |
| 2022-03-31 | $2.8M | 37k | 76.44 |
| 2021-12-31 | $2.0M | 37k | 55.50 |
| 2021-09-30 | $1.8M | 35k | 52.07 |