Energy Select Sector SPDR shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.4M | 68k | 94.41 |
| 2023-12-31 | $6.9M | 82k | 83.84 |
| 2023-09-30 | $5.6M | 62k | 90.39 |
| 2023-06-30 | $4.8M | 59k | 81.17 |
| 2023-03-31 | $4.7M | 57k | 82.83 |
| 2022-12-31 | $3.2M | 36k | 87.47 |
| 2022-09-30 | $2.6M | 37k | 72.01 |
| 2022-06-30 | $5.3M | 75k | 71.51 |
| 2022-03-31 | $6.1M | 80k | 76.43 |
| 2021-12-31 | $4.2M | 75k | 55.50 |
| 2021-09-30 | $3.8M | 72k | 52.09 |
| 2021-06-30 | $3.7M | 70k | 53.87 |
| 2021-03-31 | $2.5M | 51k | 49.06 |
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