Energy Select Sector SPDR shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Aj Wealth Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $31M | 381k | 81.17 |
2023-03-31 | $880k | 11k | 82.83 |
2022-12-31 | $875k | 10k | 87.50 |
2022-09-30 | $720k | 10k | 72.00 |
2022-06-30 | $715k | 10k | 71.50 |
2022-03-31 | $764k | 10k | 76.40 |
2021-12-31 | $555k | 10k | 55.50 |
2021-09-30 | $521k | 10k | 52.10 |