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Energy Select Sector SPDR shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 28k 94.41
2023-12-31 $1.8M 21k 83.84
2023-09-30 $1.6M 18k 90.39
2023-06-30 $810k 10k 81.17
2023-03-31 $793k 9.6k 82.83
2022-12-31 $806k 9.2k 87.47
2022-09-30 $601k 8.3k 72.08
2022-06-30 $587k 8.2k 71.55
2022-03-31 $248k 3.2k 76.40
2021-06-30 $214k 4.0k 53.80
2020-09-30 $14k 453 30.91