Energy Select Sector SPDR shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Energy Select Sector SPDR by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 37k | 94.41 |
| 2023-12-31 | $3.1M | 37k | 83.84 |
| 2023-09-30 | $3.3M | 37k | 90.39 |
| 2023-06-30 | $3.0M | 37k | 81.17 |
| 2023-03-31 | $3.2M | 38k | 82.83 |
| 2022-12-31 | $3.4M | 38k | 87.47 |
| 2022-09-30 | $3.0M | 42k | 72.02 |
| 2022-06-30 | $2.8M | 40k | 71.50 |
| 2022-03-31 | $3.2M | 42k | 76.44 |
| 2021-12-31 | $2.3M | 41k | 55.51 |