Energy Select Sector SPDR shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone 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 Blue Zone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $378k | 4.3k | 87.80 |
| 2024-06-30 | $369k | 4.0k | 91.14 |
| 2023-03-31 | $275k | 3.3k | 82.83 |
| 2022-12-31 | $294k | 3.4k | 87.46 |
| 2022-09-30 | $237k | 3.3k | 71.95 |
| 2022-06-30 | $282k | 3.9k | 71.50 |
| 2022-03-31 | $288k | 3.8k | 76.43 |