Energy Select Sector SPDR shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $512k | 5.8k | 87.80 |
| 2024-06-30 | $474k | 5.2k | 91.15 |
| 2024-03-31 | $306k | 3.2k | 94.41 |
| 2023-12-31 | $250k | 3.0k | 83.84 |
| 2023-09-30 | $269k | 3.0k | 90.39 |
| 2023-06-30 | $241k | 3.0k | 81.17 |
| 2023-03-31 | $262k | 3.2k | 82.83 |
| 2022-12-31 | $349k | 4.0k | 87.47 |
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