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
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |