Energy Select Sector SPDR shares owned by Waldron
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 21k | 83.82 |
| 2023-09-30 | $2.3M | 26k | 90.36 |
| 2023-06-30 | $2.1M | 26k | 81.15 |
| 2023-03-31 | $3.1M | 38k | 82.80 |
| 2022-12-31 | $4.0M | 56k | 72.01 |
| 2022-09-30 | $4.0M | 56k | 72.01 |
| 2022-06-30 | $4.0M | 56k | 71.50 |
| 2022-03-31 | $4.3M | 56k | 76.44 |
| 2021-12-31 | $1.5M | 28k | 55.48 |
| 2021-09-30 | $772k | 15k | 52.06 |
| 2021-06-30 | $797k | 15k | 53.86 |
| 2021-03-31 | $726k | 15k | 49.06 |
| 2020-12-31 | $558k | 15k | 37.90 |
| 2019-06-30 | $487k | 7.7k | 63.61 |
| 2019-03-31 | $509k | 7.7k | 66.10 |
| 2018-12-31 | $459k | 8.0k | 57.30 |
| 2018-09-30 | $531k | 7.0k | 75.74 |
| 2018-06-30 | $237k | 3.1k | 75.69 |
| 2018-03-31 | $285k | 4.2k | 67.23 |
| 2017-12-31 | $269k | 3.7k | 72.20 |
| 2017-09-30 | $271k | 4.0k | 68.30 |
| 2017-06-30 | $257k | 4.0k | 64.77 |
| 2017-03-31 | $383k | 5.7k | 67.32 |
| 2016-09-30 | $296k | 4.4k | 66.64 |
| 2016-06-30 | $261k | 4.0k | 65.25 |
| 2016-03-31 | $261k | 4.0k | 65.25 |
| 2015-12-31 | $335k | 5.5k | 61.15 |
| 2015-09-30 | $261k | 4.0k | 65.25 |
| 2015-06-30 | $300k | 4.0k | 75.00 |
| 2015-03-31 | $310k | 4.0k | 77.50 |
| 2014-12-31 | $317k | 4.0k | 79.25 |