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Energy Select Sector SPDR shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $381k 4.1k 92.77
2024-06-30 $1.4M 16k 91.15
2024-03-31 $2.0M 22k 94.41
2023-12-31 $1.5M 18k 83.84
2023-09-30 $1.8M 22k 81.17
2023-06-30 $1.8M 22k 81.17
2023-03-31 $1.9M 23k 82.83
2022-12-31 $2.1M 24k 87.47
2022-09-30 $1.8M 25k 72.00
2022-06-30 $1.5M 21k 72.56
2022-03-31 $1.6M 22k 76.44
2021-12-31 $513k 9.2k 55.52
2021-09-30 $453k 8.7k 52.12
2021-06-30 $433k 8.0k 53.92
2021-03-31 $693k 14k 49.06
2020-12-31 $519k 14k 37.89
2020-09-30 $425k 14k 29.98
2020-06-30 $367k 9.7k 37.84
2020-03-31 $233k 8.0k 29.10
2019-12-31 $0 5.9k 0.00
2019-09-30 $400k 6.2k 64.52
2019-06-30 $400k 6.2k 64.52
2019-03-31 $251k 3.9k 64.52