Energy Select Sector SPDR shares owned by Schneider Downs Wealth Management Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Schneider Downs Wealth Management Advisors
from 13F filings
Historical chart of Schneider Downs Wealth Management 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 Schneider Downs Wealth Management 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 Schneider Downs Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $277k | 3.3k | 83.83 |
| 2023-09-30 | $314k | 3.5k | 90.39 |
| 2023-06-30 | $220k | 2.7k | 81.17 |
| 2023-03-31 | $269k | 3.2k | 82.83 |
| 2022-12-31 | $303k | 3.5k | 87.47 |
| 2022-09-30 | $250k | 3.5k | 72.03 |
| 2022-06-30 | $248k | 3.5k | 71.45 |
More positions owned by Schneider Downs Wealth Management Advisors
View all positions for Schneider Downs Wealth Management Advisors