Energy Select Sector SPDR shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO Wealth 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 BDO Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by BDO Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.9M | 23k | 81.17 |
| 2023-03-31 | $2.0M | 24k | 82.83 |
| 2022-12-31 | $1.5M | 17k | 87.47 |
| 2022-09-30 | $1.4M | 20k | 71.50 |
| 2022-06-30 | $1.4M | 20k | 71.50 |
| 2022-03-31 | $1.6M | 21k | 76.43 |
| 2021-12-31 | $1.2M | 22k | 55.49 |
| 2021-09-30 | $1.3M | 25k | 52.10 |
| 2021-06-30 | $1.4M | 26k | 53.86 |
| 2021-03-31 | $1.3M | 27k | 49.07 |
| 2020-12-31 | $42k | 1.1k | 38.01 |
| 2020-09-30 | $50k | 1.7k | 29.67 |
| 2020-06-30 | $44k | 1.2k | 37.77 |
| 2020-03-31 | $32k | 1.1k | 28.96 |
| 2019-12-31 | $111k | 1.9k | 59.81 |
| 2019-09-30 | $113k | 1.9k | 59.38 |
| 2019-06-30 | $86k | 1.3k | 63.89 |
| 2019-03-31 | $161k | 2.4k | 66.04 |
| 2018-12-31 | $141k | 2.5k | 57.36 |
| 2018-09-30 | $299k | 4.0k | 75.70 |
| 2018-06-30 | $300k | 4.0k | 75.95 |
| 2018-03-31 | $152k | 2.3k | 67.53 |
| 2017-12-31 | $192k | 2.7k | 72.15 |
| 2017-09-30 | $172k | 2.5k | 68.50 |
| 2017-06-30 | $184k | 2.8k | 64.88 |