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
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by BigSur Wealth Management 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 BigSur Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |