Energy Select Sector SPDR shares owned by Ballew Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Ballew Advisors
from 13F filings
Historical chart of Ballew Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Ballew Advisors 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 Ballew Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $620k | 13k | 47.00 |
| 2025-09-30 | $569k | 6.6k | 86.37 |
| 2025-06-30 | $649k | 7.5k | 87.03 |
| 2025-03-31 | $755k | 9.6k | 78.89 |
| 2024-12-31 | $953k | 11k | 90.25 |
| 2024-09-30 | $968k | 11k | 91.62 |
| 2024-06-30 | $956k | 10k | 91.89 |
| 2024-03-31 | $1.0M | 10k | 97.79 |
| 2023-12-31 | $841k | 10k | 80.71 |
| 2023-09-30 | $911k | 11k | 85.75 |
| 2023-06-30 | $886k | 11k | 83.21 |
| 2023-03-31 | $849k | 11k | 79.73 |
| 2022-12-31 | $1.0M | 12k | 89.82 |
| 2022-09-30 | $904k | 11k | 80.14 |
| 2022-06-30 | $867k | 13k | 67.47 |
| 2022-03-31 | $1.4M | 17k | 79.57 |
| 2021-12-31 | $1.1M | 16k | 64.50 |
| 2021-09-30 | $1.9M | 34k | 56.58 |
| 2021-06-30 | $1.4M | 27k | 52.35 |
| 2021-03-31 | $2.9M | 58k | 50.30 |
| 2020-12-31 | $1.8M | 42k | 42.08 |
| 2020-09-30 | $403k | 13k | 30.15 |
| 2020-06-30 | $546k | 15k | 36.28 |
| 2020-03-31 | $316k | 11k | 29.03 |
| 2019-12-31 | $816k | 14k | 60.17 |
| 2019-09-30 | $916k | 16k | 55.89 |
| 2019-06-30 | $745k | 12k | 63.82 |
| 2019-03-31 | $494k | 7.7k | 64.36 |
| 2018-12-31 | $486k | 7.7k | 62.98 |
| 2018-09-30 | $1.7M | 26k | 66.48 |
| 2018-06-30 | $762k | 10k | 75.96 |
| 2018-03-31 | $2.4M | 36k | 67.44 |
| 2017-12-31 | $528k | 7.3k | 72.32 |