Energy Select Sector SPDR shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.3M | 14k | 91.15 |
| 2024-03-31 | $320k | 3.4k | 94.41 |
| 2023-12-31 | $2.1M | 25k | 84.03 |
| 2023-09-30 | $238k | 2.6k | 90.39 |
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