Energy Select Sector SPDR shares owned by Certus Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Certus Wealth Management
from 13F filings
Historical chart of Certus Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Certus Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Certus Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $211k | 2.3k | 92.57 |
2023-12-31 | $421k | 5.0k | 83.84 |
2023-09-30 | $550k | 6.1k | 90.39 |