Energy Select Sector SPDR shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $227k | 2.6k | 87.71 |
| 2024-06-30 | $372k | 4.1k | 91.11 |
| 2024-03-31 | $316k | 3.3k | 94.53 |
| 2023-09-30 | $247k | 2.7k | 90.28 |
| 2023-06-30 | $222k | 2.7k | 81.14 |
| 2023-03-31 | $227k | 2.7k | 82.97 |
| 2022-12-31 | $382k | 4.4k | 87.47 |
| 2022-09-30 | $315k | 4.4k | 72.13 |
| 2022-06-30 | $315k | 4.4k | 71.59 |
| 2022-03-31 | $441k | 5.8k | 76.47 |
| 2021-12-31 | $282k | 5.1k | 55.59 |
| 2021-09-30 | $264k | 5.1k | 52.04 |
| 2019-06-30 | $291k | 4.6k | 63.68 |
| 2019-03-31 | $318k | 4.8k | 66.04 |
| 2018-12-31 | $280k | 4.9k | 57.40 |