Energy Select Sector SPDR shares owned by Activest Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Activest Wealth Management
from 13F filings
Historical chart of Activest Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Activest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 26k | 85.66 |
| 2024-09-30 | $2.3M | 27k | 87.80 |
| 2024-06-30 | $2.5M | 28k | 91.15 |
| 2024-03-31 | $293k | 3.1k | 94.42 |
| 2023-12-31 | $216k | 2.6k | 83.85 |
| 2023-09-30 | $157k | 1.7k | 90.38 |
| 2023-03-31 | $78k | 940 | 82.42 |
| 2022-12-31 | $813k | 10k | 79.00 |
| 2022-09-30 | $583k | 8.7k | 66.68 |
| 2022-06-30 | $88k | 1.2k | 71.66 |
| 2022-03-31 | $122k | 1.6k | 76.73 |
| 2021-12-31 | $188k | 3.4k | 55.62 |
| 2021-09-30 | $64k | 1.2k | 52.20 |
| 2021-06-30 | $66k | 1.2k | 53.83 |
| 2021-03-31 | $40k | 821 | 48.72 |
More positions owned by Activest Wealth Management
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