Energy Select Sector SPDR shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $706k | 8.2k | 85.66 |
| 2024-09-30 | $764k | 8.7k | 87.80 |
| 2024-06-30 | $895k | 9.8k | 91.15 |
| 2024-03-31 | $920k | 9.7k | 94.41 |
| 2023-12-31 | $833k | 9.9k | 83.84 |
| 2023-09-30 | $888k | 9.8k | 90.39 |
| 2023-06-30 | $797k | 9.8k | 81.17 |
| 2023-03-31 | $805k | 9.7k | 82.83 |
| 2022-12-31 | $823k | 9.4k | 87.47 |
| 2022-09-30 | $636k | 8.8k | 71.99 |
| 2022-06-30 | $618k | 8.6k | 71.50 |
| 2022-03-31 | $526k | 6.9k | 76.48 |
| 2019-06-30 | $538k | 8.4k | 63.71 |
| 2019-03-31 | $545k | 8.2k | 66.12 |
| 2018-12-31 | $472k | 8.2k | 57.40 |
| 2018-09-30 | $594k | 7.8k | 75.68 |
| 2018-06-30 | $601k | 7.9k | 75.95 |