Energy Select Sector SPDR shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 38k | 89.34 |
| 2025-06-30 | $3.5M | 42k | 84.81 |
| 2025-03-31 | $4.0M | 43k | 93.45 |
| 2024-12-31 | $4.3M | 50k | 85.66 |
| 2024-09-30 | $4.4M | 50k | 87.80 |
| 2024-06-30 | $4.6M | 50k | 91.15 |
| 2024-03-31 | $4.8M | 50k | 94.41 |
| 2023-12-31 | $4.2M | 50k | 83.84 |
| 2023-09-30 | $4.6M | 51k | 90.39 |
| 2023-06-30 | $4.2M | 51k | 81.17 |
| 2023-03-31 | $4.4M | 53k | 82.83 |
| 2022-12-31 | $4.7M | 54k | 87.47 |
| 2022-09-30 | $4.2M | 59k | 72.03 |
| 2022-06-30 | $4.4M | 62k | 71.51 |
| 2022-03-31 | $4.6M | 62k | 74.81 |
| 2021-12-31 | $3.9M | 70k | 55.51 |