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
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All positions including Energy Select Sector SPDR held by Coastal Investment Advisors 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 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 |
More positions owned by Coastal Investment Advisors
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