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Energy Select Sector SPDR shares owned by Avondale Wealth Management

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Avondale Wealth Management from 13F filings

Historical chart of Avondale Wealth Management investment in Energy Select Sector SPDR

2018201920202021202220232024202501M2M3M4M020k40k
Value ($)Share countHistorical XLE position of Avondale Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including Energy Select Sector SPDR held by Avondale Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Avondale Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 32k 87.80
2024-06-30 $3.5M 38k 91.15
2024-03-31 $3.0M 32k 94.41
2023-12-31 $2.8M 33k 83.84
2023-09-30 $3.5M 39k 90.39
2023-06-30 $3.9M 48k 81.17
2023-03-31 $3.9M 47k 82.83
2022-12-31 $4.1M 46k 87.47
2022-09-30 $2.2M 30k 72.03
2022-06-30 $941k 13k 71.54
2022-03-31 $1.0M 14k 76.42
2019-06-30 $27k 426 63.38
2019-03-31 $28k 426 65.73
2018-12-31 $24k 426 56.34
2018-09-30 $32k 426 75.12
2018-06-30 $32k 426 75.12
2018-03-31 $28k 426 65.73
2017-12-31 $89k 1.2k 72.59