Energy Select Sector SPDR shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 11k | 94.41 |
| 2023-12-31 | $977k | 12k | 83.84 |
| 2023-09-30 | $1.3M | 14k | 90.39 |
| 2023-06-30 | $864k | 11k | 81.17 |
| 2023-03-31 | $1.1M | 13k | 82.83 |
| 2022-12-31 | $1.0M | 12k | 87.47 |
| 2022-09-30 | $733k | 10k | 72.00 |
| 2022-06-30 | $1.1M | 15k | 71.52 |
| 2022-03-31 | $1.4M | 18k | 76.46 |
| 2021-12-31 | $1.2M | 22k | 55.48 |
| 2021-09-30 | $1.4M | 26k | 52.08 |
| 2021-06-30 | $1.5M | 28k | 53.86 |
| 2021-03-31 | $960k | 20k | 49.04 |
| 2020-12-31 | $249k | 6.6k | 37.94 |
| 2020-09-30 | $11k | 356 | 30.90 |
| 2020-06-30 | $2.0k | 55 | 36.36 |
| 2020-03-31 | $5.0k | 165 | 30.30 |
| 2019-12-31 | $14k | 235 | 59.57 |
| 2019-09-30 | $43k | 734 | 58.58 |
| 2019-06-30 | $153k | 2.4k | 62.94 |
| 2019-03-31 | $155k | 2.3k | 65.99 |
| 2018-12-31 | $141k | 2.5k | 57.55 |
| 2018-09-30 | $202k | 2.7k | 75.68 |
| 2018-06-30 | $200k | 2.6k | 75.93 |
| 2018-03-31 | $223k | 3.4k | 65.92 |
| 2017-12-31 | $208k | 2.8k | 75.50 |
| 2017-09-30 | $182k | 2.7k | 68.27 |
| 2017-06-30 | $163k | 2.5k | 64.15 |
| 2017-03-31 | $170k | 2.4k | 70.22 |
| 2016-12-31 | $176k | 2.4k | 74.39 |
More positions owned by Patriot Financial Group Insurance Agency
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