Energy Select Sector SPDR shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by BKD Wealth Advisors 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 BKD Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $671k | 7.1k | 94.41 |
2023-12-31 | $680k | 8.1k | 83.84 |
2023-09-30 | $702k | 7.8k | 90.38 |
2023-06-30 | $611k | 7.5k | 81.17 |
2023-03-31 | $617k | 7.5k | 82.83 |
2022-12-31 | $636k | 7.3k | 87.47 |
2022-09-30 | $586k | 8.1k | 71.98 |
2022-06-30 | $596k | 8.3k | 71.56 |
2022-03-31 | $621k | 8.1k | 76.45 |
2021-03-31 | $401k | 8.2k | 49.10 |
2020-12-31 | $265k | 7.0k | 37.83 |