Energy Select Sector SPDR shares owned by Appleton Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 247k | 83.84 |
| 2023-09-30 | $20M | 220k | 90.39 |
| 2023-06-30 | $18M | 217k | 81.17 |
| 2023-03-31 | $15M | 181k | 82.83 |
| 2022-12-31 | $15M | 176k | 87.47 |
| 2022-09-30 | $12M | 162k | 72.02 |
| 2022-06-30 | $12M | 161k | 71.51 |
| 2022-03-31 | $10M | 134k | 76.44 |
| 2021-12-31 | $4.8M | 87k | 55.50 |
| 2021-09-30 | $4.0M | 77k | 52.08 |
| 2021-06-30 | $3.7M | 69k | 53.87 |
| 2021-03-31 | $3.1M | 63k | 49.06 |
| 2020-12-31 | $2.1M | 54k | 37.89 |
| 2020-09-30 | $1.6M | 53k | 29.95 |
| 2020-06-30 | $1.8M | 49k | 37.85 |
| 2020-03-31 | $1.4M | 50k | 29.06 |
| 2019-12-31 | $2.7M | 46k | 60.03 |
| 2019-09-30 | $2.9M | 49k | 59.21 |
| 2019-06-30 | $3.1M | 48k | 63.70 |
| 2019-03-31 | $3.1M | 47k | 66.11 |
| 2018-12-31 | $2.5M | 44k | 57.34 |
| 2018-09-30 | $3.0M | 40k | 75.74 |
| 2018-06-30 | $2.6M | 35k | 75.94 |
| 2018-03-31 | $2.0M | 30k | 67.39 |
| 2017-12-31 | $2.0M | 28k | 72.26 |
| 2017-09-30 | $2.0M | 29k | 68.48 |
| 2017-06-30 | $1.8M | 28k | 64.93 |
| 2017-03-31 | $2.0M | 29k | 69.89 |
| 2016-12-31 | $417k | 5.5k | 75.27 |
| 2016-09-30 | $300k | 4.2k | 70.67 |