Energy Select Sector SPDR shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.8M | 89k | 87.80 |
| 2024-06-30 | $7.5M | 83k | 91.15 |
| 2024-03-31 | $6.1M | 65k | 94.41 |
| 2023-12-31 | $3.5M | 42k | 83.84 |
| 2023-09-30 | $5.2M | 58k | 90.39 |
| 2023-06-30 | $1.2M | 15k | 81.17 |
| 2023-03-31 | $1.3M | 15k | 82.83 |
| 2022-12-31 | $1.3M | 15k | 87.47 |
| 2022-09-30 | $821k | 11k | 72.06 |
| 2022-06-30 | $839k | 12k | 71.55 |
| 2022-03-31 | $1.0M | 13k | 76.48 |
| 2021-12-31 | $587k | 11k | 55.51 |
| 2021-09-30 | $691k | 13k | 52.04 |
| 2021-06-30 | $2.6M | 49k | 53.86 |
| 2021-03-31 | $1.1M | 22k | 49.03 |
| 2020-12-31 | $538k | 14k | 37.84 |
| 2020-09-30 | $325k | 11k | 30.19 |
| 2020-06-30 | $423k | 12k | 36.59 |
| 2020-03-31 | $24k | 840 | 29.06 |
| 2019-12-31 | $38k | 688 | 54.87 |