Energy Select Sector SPDR shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $250k | 2.7k | 94.41 |
| 2023-12-31 | $278k | 3.3k | 83.84 |
| 2023-09-30 | $3.4M | 37k | 90.39 |
| 2023-06-30 | $3.0M | 38k | 81.17 |
| 2023-03-31 | $4.6M | 55k | 82.83 |
| 2022-12-31 | $5.1M | 58k | 87.47 |
| 2022-09-30 | $4.9M | 61k | 80.12 |
| 2022-06-30 | $4.3M | 60k | 71.52 |
| 2022-03-31 | $7.1M | 92k | 76.44 |
| 2021-12-31 | $4.7M | 84k | 55.50 |
| 2021-09-30 | $4.4M | 84k | 52.09 |
| 2021-06-30 | $4.8M | 88k | 53.87 |
| 2021-03-31 | $5.2M | 106k | 49.06 |
More positions owned by Morris Retirement Advisors
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