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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.4M | 26k | 89.34 |
| 2025-06-30 | $2.3M | 27k | 84.81 |
| 2025-03-31 | $2.8M | 30k | 93.45 |
| 2024-12-31 | $2.4M | 28k | 85.66 |
| 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 |
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