Energy Select Sector SPDR shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $553k | 6.3k | 87.80 |
| 2024-06-30 | $574k | 6.3k | 91.15 |
| 2024-03-31 | $593k | 6.3k | 94.41 |
| 2023-12-31 | $527k | 6.3k | 83.84 |
| 2023-09-30 | $592k | 6.6k | 90.39 |
| 2023-06-30 | $533k | 6.6k | 81.17 |
| 2023-03-31 | $570k | 6.9k | 82.82 |
| 2022-12-31 | $626k | 7.2k | 87.47 |
| 2022-09-30 | $537k | 7.5k | 72.05 |
| 2022-06-30 | $720k | 10k | 71.49 |
| 2022-03-31 | $780k | 10k | 76.43 |
| 2021-12-31 | $613k | 11k | 55.48 |
| 2021-09-30 | $409k | 7.9k | 52.04 |
| 2021-06-30 | $543k | 10k | 53.86 |
| 2021-03-31 | $417k | 8.5k | 49.06 |
| 2020-12-31 | $283k | 7.5k | 37.91 |