Energy Select Sector SPDR shares owned by Altium Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Altium Wealth Management 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 Altium Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-06-30 | $852k | 12k | 71.49 |
2022-03-31 | $1.0M | 13k | 76.47 |
2021-12-31 | $733k | 13k | 55.52 |
2021-09-30 | $677k | 13k | 52.06 |
2021-06-30 | $719k | 13k | 53.91 |
2021-03-31 | $702k | 14k | 49.06 |
2019-06-30 | $220k | 3.5k | 63.62 |