Energy Select Sector SPDR shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.2M | 55k | 94.41 |
| 2023-12-31 | $5.0M | 59k | 83.84 |
| 2023-09-30 | $5.6M | 62k | 90.39 |
| 2023-06-30 | $5.2M | 64k | 81.17 |
| 2023-03-31 | $5.3M | 64k | 82.83 |
| 2022-12-31 | $12M | 138k | 87.47 |
| 2022-09-30 | $104k | 170k | 0.61 |
| 2022-06-30 | $287k | 172k | 1.67 |
| 2022-03-31 | $12M | 155k | 76.44 |
| 2021-12-31 | $10M | 185k | 55.50 |
| 2021-09-30 | $11M | 202k | 55.58 |
| 2021-06-30 | $7.0M | 129k | 53.87 |
| 2021-03-31 | $5.3M | 108k | 49.06 |
| 2020-12-31 | $4.8M | 111k | 43.20 |
| 2020-09-30 | $2.3M | 75k | 29.95 |
| 2020-06-30 | $2.4M | 63k | 37.84 |
| 2020-03-31 | $3.2M | 111k | 29.06 |
| 2019-12-31 | $3.1M | 53k | 57.36 |
| 2019-09-30 | $3.8M | 65k | 59.21 |
| 2019-06-30 | $3.9M | 59k | 66.12 |
| 2019-03-31 | $3.9M | 59k | 66.12 |
| 2018-12-31 | $3.1M | 53k | 57.36 |