Energy Select Sector SPDR shares owned by Peak Financial Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Peak Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Energy Select Sector SPDR by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $221k | 2.3k | 94.41 |
| 2023-09-30 | $206k | 2.3k | 90.39 |
| 2023-03-31 | $280k | 3.4k | 82.83 |
| 2022-12-31 | $367k | 4.2k | 87.47 |
| 2022-09-30 | $308k | 4.3k | 72.13 |
| 2022-06-30 | $289k | 4.0k | 71.62 |
| 2022-03-31 | $251k | 3.3k | 76.29 |