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Energy Select Sector SPDR shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory Group investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by High Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 11k 94.41
2023-12-31 $957k 11k 83.84
2023-09-30 $1.1M 12k 90.39
2023-06-30 $948k 12k 81.17
2023-03-31 $920k 11k 82.83
2022-12-31 $967k 11k 87.47
2022-09-30 $778k 11k 72.02
2022-06-30 $771k 11k 71.49
2022-03-31 $824k 11k 76.40
2021-12-31 $630k 11k 55.51