Energy Select Sector SPDR shares owned by Cadence Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Cadence Wealth Management
from 13F filings
Historical chart of Cadence Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Cadence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.6M | 76k | 87.80 |
| 2024-06-30 | $6.8M | 74k | 91.15 |
| 2024-03-31 | $6.9M | 73k | 94.41 |
| 2023-12-31 | $6.2M | 73k | 83.84 |
| 2023-09-30 | $6.9M | 77k | 90.39 |
| 2023-06-30 | $6.2M | 77k | 81.17 |
| 2023-03-31 | $6.3M | 77k | 82.83 |
| 2022-12-31 | $6.7M | 76k | 87.47 |
| 2022-09-30 | $6.3M | 87k | 72.02 |
| 2022-06-30 | $6.0M | 84k | 71.51 |
| 2022-03-31 | $12M | 161k | 76.44 |
| 2021-12-31 | $18M | 331k | 55.50 |
| 2021-09-30 | $20M | 388k | 52.09 |
| 2021-06-30 | $18M | 334k | 53.87 |
| 2021-03-31 | $13M | 264k | 49.06 |