Energy Select Sector SPDR shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 16k | 94.41 |
| 2023-12-31 | $1.3M | 15k | 83.84 |
| 2023-09-30 | $968k | 11k | 90.39 |
| 2023-06-30 | $914k | 11k | 81.17 |
| 2023-03-31 | $882k | 11k | 82.83 |
| 2022-12-31 | $1.0M | 12k | 87.47 |
| 2022-09-30 | $837k | 12k | 71.96 |
| 2022-06-30 | $828k | 12k | 71.49 |
| 2022-03-31 | $908k | 11k | 81.70 |
| 2021-12-31 | $771k | 14k | 55.45 |
| 2021-09-30 | $788k | 15k | 52.04 |
| 2021-06-30 | $780k | 15k | 53.83 |
| 2021-03-31 | $608k | 12k | 49.04 |
| 2020-12-31 | $341k | 9.0k | 37.84 |
| 2020-09-30 | $242k | 8.1k | 29.84 |
| 2020-06-30 | $279k | 7.4k | 37.81 |
| 2020-03-31 | $84k | 2.9k | 28.76 |
| 2019-12-31 | $204k | 3.3k | 61.69 |
| 2019-09-30 | $219k | 3.7k | 59.17 |
| 2019-06-30 | $190k | 3.0k | 63.65 |
| 2019-03-31 | $207k | 3.1k | 66.03 |
| 2018-12-31 | $205k | 3.6k | 57.20 |
| 2018-09-30 | $287k | 3.8k | 75.74 |
| 2018-06-30 | $246k | 3.3k | 75.65 |
More positions owned by TRUE Private Wealth Advisors
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