Energy Select Sector SPDR shares owned by Ballast Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13k | 150 | 87.80 |
| 2024-06-30 | $14k | 150 | 91.15 |
| 2024-03-31 | $14k | 150 | 94.41 |
| 2023-12-31 | $14k | 162 | 83.84 |
| 2023-09-30 | $17k | 184 | 90.39 |
| 2023-06-30 | $23k | 284 | 81.17 |
| 2023-03-31 | $24k | 284 | 82.83 |
| 2022-12-31 | $25k | 284 | 87.47 |
| 2022-09-30 | $14k | 200 | 70.00 |
| 2022-06-30 | $14k | 200 | 70.00 |
| 2022-03-31 | $15k | 200 | 75.00 |