Energy Select Sector SPDR shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia 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 Octavia 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 Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $363k | 3.8k | 94.41 |
| 2023-12-31 | $379k | 4.5k | 83.83 |
| 2023-09-30 | $349k | 3.9k | 90.39 |
| 2023-06-30 | $291k | 3.6k | 81.17 |
| 2023-03-31 | $259k | 3.1k | 82.83 |
| 2022-12-31 | $310k | 3.5k | 87.47 |
| 2022-09-30 | $268k | 3.7k | 72.06 |
| 2022-06-30 | $247k | 3.5k | 71.45 |
| 2022-03-31 | $433k | 5.7k | 76.39 |
| 2021-12-31 | $365k | 6.6k | 55.45 |