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Energy Select Sector SPDR shares owned by Advisor OS

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Energy Select Sector SPDR

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All positions including Energy Select Sector SPDR held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Advisor OS

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8M 47k 61.26
2023-03-31 $3.2M 39k 82.83
2022-12-31 $3.1M 36k 87.47
2022-09-30 $2.2M 31k 72.02
2022-06-30 $2.0M 29k 71.51
2022-03-31 $1.4M 19k 76.46
2021-12-31 $649k 12k 55.53
2021-09-30 $264k 5.1k 52.10
2021-06-30 $201k 3.7k 53.97