Energy Select Sector SPDR shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 28k | 89.34 |
| 2025-06-30 | $2.3M | 28k | 84.81 |
| 2025-03-31 | $2.1M | 23k | 93.45 |
| 2024-12-31 | $1.3M | 15k | 85.66 |
| 2024-09-30 | $1.0M | 12k | 87.80 |
| 2024-06-30 | $1.7M | 19k | 91.15 |
| 2024-03-31 | $1.8M | 19k | 94.41 |
| 2023-12-31 | $2.4M | 28k | 83.84 |
| 2023-09-30 | $2.2M | 24k | 90.39 |
| 2023-06-30 | $2.1M | 26k | 81.17 |
| 2023-03-31 | $576k | 7.0k | 82.83 |
| 2022-12-31 | $573k | 6.5k | 87.47 |
| 2022-09-30 | $493k | 6.8k | 71.99 |