Energy Select Sector SPDR shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $652k | 7.6k | 85.66 |
| 2024-09-30 | $690k | 7.9k | 87.80 |
| 2022-12-31 | $937k | 11k | 87.47 |
| 2022-09-30 | $559k | 7.8k | 72.02 |
| 2022-03-31 | $673k | 8.8k | 76.43 |