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Energy Select Sector SPDR shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Energy Select Sector SPDR

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All positions including Energy Select Sector SPDR held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 239k 87.80
2024-06-30 $22M 240k 91.15
2024-03-31 $27M 289k 94.41
2023-12-31 $23M 278k 83.84
2023-09-30 $24M 267k 90.39
2023-06-30 $20M 246k 81.17
2023-03-31 $23M 278k 82.83
2022-12-31 $25M 282k 87.47
2022-09-30 $20M 279k 72.03
2022-06-30 $20M 275k 71.49
2022-03-31 $21M 277k 76.44
2021-09-30 $285k 5.5k 52.07
2021-06-30 $454k 8.4k 53.89
2020-12-31 $271k 7.1k 38.10