Energy Select Sector SPDR shares owned by WJ Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by WJ Wealth Management
from 13F filings
Historical chart of WJ Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by WJ Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 16k | 94.41 |
| 2023-12-31 | $1.4M | 17k | 83.84 |
| 2023-09-30 | $1.5M | 17k | 90.39 |
| 2023-06-30 | $1.5M | 18k | 81.17 |
| 2023-03-31 | $882k | 11k | 82.82 |
| 2022-12-31 | $9.4M | 108k | 87.47 |
| 2022-09-30 | $6.4M | 89k | 71.98 |
| 2022-06-30 | $11M | 147k | 71.55 |
| 2022-03-31 | $9.7M | 127k | 76.40 |
| 2021-06-30 | $273k | 5.1k | 53.90 |