Energy Select Sector SPDR shares owned by Asset Allocation Strategies
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Asset Allocation Strategies
from 13F filings
Historical chart of Asset Allocation Strategies investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Asset Allocation Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 21k | 89.34 |
| 2025-06-30 | $2.0M | 24k | 84.81 |
| 2024-12-31 | $2.8M | 31k | 89.04 |
| 2024-09-30 | $3.1M | 36k | 87.80 |
| 2024-06-30 | $5.5M | 61k | 91.15 |
| 2024-03-31 | $6.0M | 63k | 94.41 |
| 2023-09-30 | $255k | 2.8k | 90.39 |
| 2023-06-30 | $256k | 3.2k | 81.17 |
| 2022-12-31 | $218k | 2.5k | 87.50 |
More positions owned by Asset Allocation Strategies
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