Energy Select Sector SPDR shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 38k | 89.34 |
| 2025-06-30 | $3.3M | 40k | 84.81 |
| 2025-03-31 | $3.8M | 41k | 93.45 |
| 2024-12-31 | $3.6M | 42k | 85.66 |
| 2024-09-30 | $5.0M | 57k | 87.80 |
| 2024-06-30 | $4.7M | 52k | 91.15 |
| 2024-03-31 | $5.5M | 59k | 94.41 |
| 2023-12-31 | $4.6M | 55k | 83.84 |
| 2023-09-30 | $5.1M | 56k | 90.39 |
| 2023-06-30 | $4.2M | 52k | 81.17 |
| 2023-03-31 | $4.6M | 55k | 82.83 |
| 2022-12-31 | $6.0M | 69k | 87.47 |
| 2022-09-30 | $5.4M | 75k | 72.02 |
| 2022-06-30 | $5.6M | 79k | 71.51 |
| 2022-03-31 | $5.0M | 65k | 76.45 |
| 2021-12-31 | $3.1M | 56k | 55.50 |
| 2021-09-30 | $2.5M | 48k | 52.09 |
| 2021-06-30 | $2.4M | 45k | 53.88 |
| 2021-03-31 | $2.0M | 41k | 49.05 |
| 2020-12-31 | $1.3M | 35k | 37.90 |
| 2020-09-30 | $1.2M | 41k | 29.95 |
| 2020-06-30 | $876k | 23k | 37.86 |
| 2020-03-31 | $1.0M | 36k | 29.07 |
| 2019-12-31 | $2.5M | 41k | 61.83 |
| 2019-09-30 | $3.0M | 51k | 59.19 |
| 2019-06-30 | $3.2M | 51k | 63.77 |
| 2019-03-31 | $873k | 13k | 66.11 |
| 2018-12-31 | $757k | 13k | 57.33 |
| 2018-09-30 | $442k | 5.8k | 75.75 |
| 2018-06-30 | $451k | 5.9k | 75.99 |
| 2018-03-31 | $1.1M | 16k | 67.40 |
| 2017-12-31 | $429k | 5.9k | 72.28 |
| 2017-09-30 | $466k | 6.8k | 68.53 |
| 2017-06-30 | $613k | 9.4k | 65.15 |
| 2017-03-31 | $633k | 9.4k | 67.28 |
| 2016-12-31 | $332k | 4.4k | 75.30 |