Energy Select Sector SPDR shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $768k | 8.6k | 89.38 |
| 2025-06-30 | $1.0M | 12k | 84.85 |
| 2025-03-31 | $1.2M | 13k | 93.46 |
| 2024-12-31 | $1.0M | 12k | 85.69 |
| 2024-09-30 | $1.6M | 19k | 87.47 |
| 2024-03-31 | $2.1M | 23k | 94.41 |
| 2023-12-31 | $1.0M | 12k | 83.84 |
| 2023-06-30 | $3.1M | 38k | 81.17 |
| 2023-03-31 | $2.1B | 26k | 82828.43 |
| 2022-12-31 | $2.1B | 24k | 87468.85 |
| 2022-09-30 | $1.7M | 23k | 72.02 |
| 2022-06-30 | $653k | 9.2k | 71.34 |
| 2022-03-31 | $581k | 7.6k | 76.44 |
| 2021-12-31 | $446k | 7.9k | 56.62 |
| 2021-09-30 | $250k | 4.7k | 52.64 |
| 2021-03-31 | $241k | 4.9k | 49.42 |
| 2020-12-31 | $389k | 10k | 37.94 |
| 2020-09-30 | $1.4M | 47k | 29.34 |
| 2020-06-30 | $1.5M | 40k | 37.86 |
| 2019-12-31 | $810k | 13k | 60.32 |
| 2019-09-30 | $284k | 4.8k | 59.03 |
| 2019-06-30 | $311k | 4.8k | 64.27 |
| 2019-03-31 | $300k | 4.5k | 66.67 |
| 2018-12-31 | $443k | 7.7k | 57.37 |
| 2018-09-30 | $623k | 8.2k | 75.76 |
| 2018-06-30 | $584k | 7.7k | 75.95 |
| 2018-03-31 | $557k | 8.3k | 67.41 |
| 2017-12-31 | $519k | 7.2k | 72.22 |