Energy Select Sector SPDR shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment 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 YHB Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by YHB Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $750k | 7.9k | 94.41 |
2023-12-31 | $657k | 7.8k | 83.84 |
2023-09-30 | $707k | 7.8k | 90.39 |
2023-06-30 | $641k | 7.9k | 81.17 |
2023-03-31 | $723k | 8.7k | 82.83 |
2022-12-31 | $756k | 8.6k | 87.47 |
2022-09-30 | $627k | 8.7k | 72.02 |
2022-06-30 | $642k | 9.0k | 71.48 |
2022-03-31 | $685k | 9.0k | 76.49 |
2021-12-31 | $519k | 9.4k | 55.48 |
2021-09-30 | $530k | 10k | 52.07 |
2021-06-30 | $592k | 11k | 53.89 |
2021-03-31 | $537k | 11k | 48.41 |
2020-12-31 | $497k | 13k | 37.89 |
2020-09-30 | $395k | 13k | 29.94 |
2020-06-30 | $360k | 9.5k | 37.81 |
2020-03-31 | $331k | 11k | 29.02 |
2019-12-31 | $682k | 11k | 60.02 |
2019-09-30 | $270k | 4.6k | 59.11 |
2019-06-30 | $265k | 4.2k | 63.81 |
2019-03-31 | $296k | 4.5k | 66.10 |
2018-12-31 | $253k | 4.4k | 57.27 |