Energy Select Sector SPDR shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For 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 Institute For 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 Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 29k | 94.41 |
| 2023-12-31 | $2.3M | 28k | 83.84 |
| 2023-09-30 | $2.3M | 25k | 90.39 |
| 2023-06-30 | $2.0M | 25k | 81.17 |
| 2023-03-31 | $2.1M | 25k | 82.83 |
| 2022-12-31 | $2.2M | 26k | 87.47 |
| 2022-09-30 | $1.8M | 26k | 72.03 |
| 2022-06-30 | $1.8M | 26k | 71.52 |
| 2022-03-31 | $1.9M | 25k | 76.43 |
| 2021-12-31 | $1.4M | 25k | 55.49 |
| 2021-09-30 | $1.2M | 23k | 52.10 |
| 2021-06-30 | $1.1M | 21k | 53.88 |
| 2021-03-31 | $1.0M | 21k | 49.05 |
| 2020-12-31 | $707k | 19k | 37.89 |
| 2020-09-30 | $417k | 14k | 29.97 |
| 2020-06-30 | $594k | 16k | 37.87 |
| 2020-03-31 | $467k | 16k | 29.03 |
| 2019-12-31 | $864k | 864 | 1000.00 |
| 2019-09-30 | $1.1M | 19k | 59.20 |
| 2019-06-30 | $1.3M | 20k | 63.69 |
| 2019-03-31 | $1.3M | 20k | 66.13 |
| 2018-12-31 | $1.2M | 21k | 57.34 |
| 2018-09-30 | $1.8M | 24k | 76.20 |
| 2018-06-30 | $1.9M | 25k | 76.23 |
| 2018-03-31 | $1.7M | 23k | 73.19 |
| 2017-12-31 | $1.7M | 24k | 72.52 |
| 2017-09-30 | $1.6M | 23k | 68.16 |
| 2017-06-30 | $1.6M | 24k | 64.31 |
| 2014-09-30 | $1.2M | 14k | 91.78 |
| 2014-06-30 | $1.5M | 15k | 100.09 |
| 2014-03-31 | $1.3M | 15k | 89.03 |
| 2013-12-31 | $1.3M | 15k | 88.49 |
| 2013-09-30 | $8.0k | 92 | 86.96 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management