Energy Select Sector SPDR shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $238k | 4.0k | 59.39 |
| 2025-06-30 | $3.5M | 41k | 84.93 |
| 2025-03-31 | $1.7M | 19k | 93.45 |
| 2024-12-31 | $743k | 8.7k | 85.66 |
| 2024-09-30 | $424k | 4.5k | 93.56 |
| 2024-03-31 | $628k | 6.7k | 93.53 |
| 2023-12-31 | $295k | 3.5k | 83.32 |
| 2023-09-30 | $205k | 2.3k | 90.39 |
| 2022-12-31 | $201k | 2.3k | 87.47 |
| 2020-09-30 | $1.1M | 20k | 56.41 |
| 2020-03-31 | $1.1M | 20k | 56.41 |
| 2019-12-31 | $1.7M | 29k | 60.03 |
| 2019-09-30 | $1.1M | 20k | 56.41 |