Energy Select Sector SPDR shares owned by Beaton Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Beaton Management
from 13F filings
Historical chart of Beaton Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Beaton Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by Beaton Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $245k | 5.5k | 44.63 |
| 2018-09-30 | $273k | 3.6k | 75.83 |
| 2018-06-30 | $281k | 3.7k | 75.95 |
| 2018-03-31 | $270k | 4.0k | 67.50 |
| 2017-12-31 | $289k | 4.0k | 72.25 |
| 2017-09-30 | $274k | 4.0k | 68.50 |
| 2017-06-30 | $208k | 3.2k | 65.00 |