Energy Select Sector SPDR shares owned by Beacon Financial
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 30k | 89.34 |
| 2025-06-30 | $2.6M | 31k | 84.81 |
| 2025-03-31 | $2.9M | 31k | 93.45 |
| 2024-12-31 | $3.0M | 35k | 85.66 |
| 2024-09-30 | $2.9M | 33k | 87.80 |
| 2024-06-30 | $3.0M | 33k | 91.15 |
| 2024-03-31 | $3.2M | 34k | 94.41 |
| 2023-12-31 | $2.9M | 34k | 83.84 |
| 2023-09-30 | $3.1M | 35k | 88.93 |
| 2023-06-30 | $2.8M | 35k | 80.66 |
| 2023-03-31 | $3.1M | 36k | 85.67 |
| 2022-12-31 | $3.2M | 37k | 87.41 |
| 2022-09-30 | $2.5M | 35k | 72.27 |
| 2022-06-30 | $2.7M | 38k | 72.54 |
| 2022-03-31 | $3.0M | 39k | 78.01 |
| 2021-12-31 | $2.2M | 39k | 57.22 |
| 2021-09-30 | $2.1M | 40k | 52.88 |
| 2021-06-30 | $1.9M | 40k | 47.59 |
| 2021-03-31 | $1.8M | 40k | 44.44 |
| 2020-12-31 | $1.8M | 40k | 44.44 |