Energy Select Sector SPDR shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 26k | 87.80 |
| 2024-06-30 | $2.4M | 26k | 91.15 |
| 2024-03-31 | $7.4M | 79k | 94.41 |
| 2023-12-31 | $6.6M | 78k | 83.84 |
| 2023-09-30 | $4.9M | 54k | 90.39 |
| 2023-06-30 | $4.1M | 53k | 78.21 |
| 2023-03-31 | $4.3M | 52k | 82.54 |
| 2022-12-31 | $4.4M | 50k | 87.47 |
| 2022-09-30 | $3.2M | 44k | 72.01 |
| 2022-06-30 | $3.9M | 54k | 72.48 |
| 2022-03-31 | $4.1M | 53k | 76.44 |