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
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Avitas Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Avitas Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |