Energy Select Sector SPDR shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $557k | 6.3k | 87.80 |
| 2024-06-30 | $702k | 7.7k | 91.15 |
| 2024-03-31 | $725k | 7.7k | 94.42 |
| 2023-12-31 | $642k | 7.7k | 83.84 |
| 2023-09-30 | $309k | 3.4k | 90.40 |
| 2023-06-30 | $226k | 2.8k | 81.18 |
| 2023-03-31 | $229k | 2.8k | 82.82 |
| 2022-12-31 | $240k | 2.7k | 87.47 |