Energy Select Sector SPDR shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $257k | 3.1k | 83.84 |
| 2023-09-30 | $271k | 3.0k | 90.39 |
| 2023-06-30 | $244k | 3.0k | 81.17 |
| 2023-03-31 | $249k | 3.0k | 82.83 |
| 2022-12-31 | $280k | 3.2k | 87.47 |
| 2022-09-30 | $252k | 3.5k | 72.00 |
| 2022-06-30 | $222k | 3.1k | 71.61 |
| 2022-03-31 | $438k | 5.7k | 76.45 |
More positions owned by Badgley Phelps Wealth Managers
View all positions for Badgley Phelps Wealth Managers