Energy Select Sector SPDR shares owned by Capital Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5M | 62k | 87.80 |
| 2024-06-30 | $6.4M | 70k | 91.16 |
| 2024-03-31 | $6.6M | 70k | 94.40 |
| 2023-12-31 | $5.8M | 69k | 83.84 |
| 2023-09-30 | $6.5M | 72k | 90.40 |
| 2023-06-30 | $5.8M | 72k | 81.17 |
| 2023-03-31 | $6.0M | 72k | 82.83 |
| 2022-12-31 | $6.4M | 73k | 87.47 |
| 2022-09-30 | $5.3M | 73k | 72.03 |
| 2022-06-30 | $5.2M | 73k | 71.52 |
| 2022-03-31 | $5.5M | 73k | 76.43 |
| 2021-12-31 | $3.8M | 68k | 55.50 |
| 2021-09-30 | $3.3M | 64k | 52.10 |
| 2021-06-30 | $3.4M | 63k | 53.87 |
| 2021-03-31 | $3.1M | 63k | 49.06 |
| 2020-12-31 | $2.3M | 61k | 37.90 |
| 2020-09-30 | $1.7M | 58k | 29.94 |
| 2020-06-30 | $2.2M | 58k | 37.85 |
| 2020-03-31 | $1.0M | 36k | 29.05 |
| 2019-12-31 | $16k | 265 | 60.38 |
| 2019-09-30 | $16k | 265 | 60.38 |
| 2019-06-30 | $135k | 2.1k | 63.89 |
| 2019-03-31 | $228k | 3.5k | 66.01 |
| 2018-12-31 | $198k | 3.5k | 57.32 |
| 2018-09-30 | $262k | 3.5k | 75.85 |
| 2018-06-30 | $122k | 1.6k | 75.97 |
| 2018-03-31 | $108k | 1.6k | 67.25 |
| 2017-12-31 | $116k | 1.6k | 72.23 |
| 2017-09-30 | $102k | 1.5k | 68.41 |
| 2017-06-30 | $97k | 1.5k | 65.06 |
| 2017-03-31 | $104k | 1.5k | 69.75 |
| 2016-12-31 | $112k | 1.5k | 75.12 |
| 2016-09-30 | $185k | 2.6k | 70.80 |
| 2016-06-30 | $178k | 2.6k | 68.12 |
| 2016-03-31 | $162k | 2.6k | 62.00 |
| 2015-12-31 | $158k | 2.6k | 60.47 |
| 2015-09-30 | $160k | 2.6k | 61.23 |
| 2015-06-30 | $184k | 2.4k | 75.16 |
| 2015-03-31 | $190k | 2.4k | 77.61 |
| 2014-12-31 | $194k | 2.4k | 79.25 |
| 2014-09-30 | $221k | 2.4k | 90.28 |
| 2014-06-30 | $245k | 2.4k | 100.08 |
| 2014-03-31 | $218k | 2.4k | 89.05 |
| 2013-12-31 | $117k | 1.3k | 88.24 |