Energy Select Sector SPDR shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 3.3k | 86.38 |
| 2025-06-30 | $288k | 3.3k | 88.56 |
| 2025-03-31 | $270k | 3.4k | 78.43 |
| 2024-12-31 | $283k | 3.2k | 88.30 |
| 2024-09-30 | $298k | 3.3k | 90.53 |
| 2024-06-30 | $333k | 3.6k | 91.58 |
| 2024-03-31 | $484k | 5.1k | 94.97 |
| 2023-12-31 | $548k | 6.7k | 81.76 |
| 2023-09-30 | $10M | 115k | 91.12 |
| 2023-06-30 | $523k | 6.4k | 81.85 |
| 2023-03-31 | $584k | 6.8k | 85.66 |
| 2022-12-31 | $523k | 6.0k | 87.87 |
| 2022-09-30 | $552k | 6.8k | 81.06 |
| 2021-06-30 | $7.4M | 138k | 53.87 |
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