Energy Select Sector SPDR shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by 180 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 23k | 85.66 |
| 2024-09-30 | $1.7M | 19k | 87.80 |
| 2024-06-30 | $1.6M | 18k | 90.29 |
| 2024-03-31 | $1.6M | 17k | 94.41 |
| 2023-12-31 | $1.4M | 17k | 84.74 |
| 2023-09-30 | $1.3M | 15k | 90.39 |
| 2023-06-30 | $1.1M | 14k | 81.36 |
| 2023-03-31 | $933k | 11k | 82.83 |
| 2022-12-31 | $914k | 9.8k | 93.11 |
| 2022-09-30 | $531k | 7.4k | 72.01 |
| 2022-06-30 | $346k | 4.8k | 72.55 |
| 2022-03-31 | $353k | 4.4k | 80.26 |
| 2021-12-31 | $283k | 4.5k | 62.40 |
| 2021-09-30 | $254k | 4.4k | 57.34 |
| 2021-06-30 | $207k | 4.2k | 49.58 |
| 2021-03-31 | $220k | 4.2k | 52.23 |
| 2018-12-31 | $453k | 6.0k | 75.82 |
| 2018-09-30 | $483k | 6.4k | 75.73 |
| 2018-06-30 | $494k | 6.5k | 75.89 |