Energy Select Sector SPDR shares owned by Beaumont Asset Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Beaumont Asset Management
from 13F filings
Historical chart of Beaumont Asset Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Beaumont Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 27k | 89.34 |
| 2025-06-30 | $2.3M | 27k | 84.81 |
| 2025-03-31 | $2.5M | 26k | 93.45 |
| 2024-12-31 | $2.3M | 26k | 85.66 |
| 2024-09-30 | $2.9M | 33k | 87.80 |
| 2024-06-30 | $3.0M | 33k | 91.15 |
| 2024-03-31 | $3.1M | 33k | 94.41 |
| 2023-12-31 | $2.2M | 27k | 83.84 |
| 2023-09-30 | $2.4M | 26k | 90.39 |
| 2023-06-30 | $2.2M | 27k | 81.17 |
| 2023-03-31 | $2.2M | 27k | 82.83 |
| 2022-12-31 | $2.2M | 26k | 87.47 |
| 2022-09-30 | $1.7M | 23k | 71.98 |
| 2022-06-30 | $1.6M | 22k | 71.51 |
| 2022-03-31 | $1.6M | 22k | 76.42 |
| 2021-12-31 | $548k | 9.9k | 55.42 |
| 2021-09-30 | $265k | 5.1k | 52.04 |
| 2021-06-30 | $268k | 5.0k | 53.72 |