Energy Select Sector SPDR shares owned by Biltmore Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Biltmore Wealth Management
from 13F filings
Historical chart of Biltmore Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Biltmore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.4M | 96k | 87.80 |
| 2024-06-30 | $8.5M | 93k | 91.15 |
| 2024-03-31 | $7.5M | 90k | 83.84 |
| 2023-12-31 | $7.5M | 90k | 83.84 |
| 2023-09-30 | $8.3M | 92k | 90.39 |
| 2023-06-30 | $8.2M | 101k | 81.17 |
| 2023-03-31 | $8.2M | 100k | 82.83 |
| 2022-12-31 | $23M | 115k | 200.12 |
| 2022-09-30 | $9.0M | 125k | 72.02 |
| 2022-06-30 | $9.1M | 128k | 71.51 |
| 2022-03-31 | $11M | 138k | 76.44 |
| 2021-12-31 | $8.2M | 148k | 55.50 |
| 2021-09-30 | $7.7M | 142k | 53.87 |
| 2021-06-30 | $7.7M | 142k | 53.87 |
| 2021-03-31 | $8.0M | 163k | 49.06 |
| 2020-12-31 | $5.4M | 144k | 37.90 |
| 2020-09-30 | $5.3M | 139k | 37.85 |
| 2020-06-30 | $4.0M | 138k | 29.06 |
| 2020-03-31 | $1.3M | 22k | 60.03 |
| 2019-12-31 | $1.3M | 22k | 60.03 |
| 2019-09-30 | $6.7M | 113k | 59.20 |
| 2019-06-30 | $6.5M | 103k | 63.71 |
| 2019-03-31 | $13M | 190k | 66.12 |
| 2018-12-31 | $2.8M | 49k | 57.34 |
| 2018-09-30 | $3.9M | 52k | 75.73 |
| 2018-06-30 | $3.9M | 51k | 75.93 |
| 2018-03-31 | $4.1M | 61k | 67.41 |
| 2017-12-31 | $5.6M | 77k | 72.26 |
| 2017-09-30 | $3.1M | 45k | 68.47 |
| 2017-06-30 | $2.9M | 44k | 64.91 |
| 2017-03-31 | $2.8M | 41k | 69.91 |
| 2016-12-31 | $3.1M | 41k | 75.32 |
| 2016-09-30 | $2.9M | 40k | 70.60 |
| 2016-06-30 | $2.8M | 41k | 68.24 |
| 2015-06-30 | $1.2M | 16k | 75.19 |
| 2015-03-31 | $1.2M | 16k | 77.56 |
More positions owned by Biltmore Wealth Management
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