Energy Select Sector SPDR shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 2.8k | 89.34 |
| 2025-06-30 | $235k | 2.8k | 84.56 |
| 2025-03-31 | $230k | 2.5k | 93.12 |
| 2024-12-31 | $211k | 2.5k | 85.43 |
| 2024-09-30 | $264k | 3.0k | 87.48 |
| 2024-06-30 | $275k | 3.0k | 91.12 |
| 2024-03-31 | $285k | 3.0k | 94.43 |
| 2021-06-30 | $22M | 413k | 53.87 |
| 2021-03-31 | $21M | 421k | 49.06 |
| 2020-12-31 | $12k | 38 | 325.21 |
| 2020-09-30 | $236k | 7.9k | 29.88 |
| 2020-06-30 | $264k | 7.0k | 37.78 |
| 2020-03-31 | $203k | 7.0k | 29.05 |
| 2019-12-31 | $75k | 1.3k | 59.71 |