Energy Select Sector SPDR shares owned by Calton & Associates
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 89.34 |
| 2025-06-30 | $1.5M | 18k | 84.81 |
| 2025-03-31 | $281k | 7.3k | 38.74 |
| 2024-12-31 | $538k | 6.3k | 85.66 |
| 2024-09-30 | $376k | 2.6k | 145.61 |
| 2024-06-30 | $292k | 3.2k | 91.14 |
| 2024-03-31 | $302k | 3.2k | 94.40 |
| 2023-12-31 | $356k | 4.2k | 83.83 |
| 2023-09-30 | $1.1M | 12k | 90.39 |
| 2023-06-30 | $285k | 3.5k | 81.16 |
| 2023-03-31 | $331k | 4.0k | 82.82 |
| 2022-12-31 | $360k | 4.1k | 87.47 |
| 2022-09-30 | $242k | 3.4k | 71.81 |
| 2022-06-30 | $266k | 3.7k | 71.45 |
| 2022-03-31 | $1.6M | 21k | 76.43 |
| 2021-12-31 | $1.1M | 20k | 55.47 |
| 2021-03-31 | $249k | 5.1k | 49.05 |
| 2019-03-31 | $265k | 4.0k | 66.17 |
| 2018-12-31 | $277k | 4.8k | 57.43 |
| 2018-09-30 | $310k | 4.1k | 75.68 |
| 2018-06-30 | $257k | 3.4k | 75.57 |
| 2017-12-31 | $162k | 2.1k | 77.77 |