Energy Select Sector SPDR shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 15k | 89.34 |
| 2025-06-30 | $1.4M | 16k | 84.81 |
| 2025-03-31 | $1.5M | 16k | 93.45 |
| 2024-12-31 | $1.3M | 15k | 85.66 |
| 2024-09-30 | $1.3M | 15k | 87.80 |
| 2024-06-30 | $1.4M | 15k | 91.15 |
| 2024-03-31 | $1.4M | 14k | 94.41 |
| 2023-12-31 | $1.0M | 12k | 83.84 |
| 2023-09-30 | $713k | 7.9k | 90.40 |
| 2023-06-30 | $430k | 5.3k | 81.17 |
| 2023-03-31 | $469k | 5.7k | 82.84 |
| 2022-12-31 | $493k | 5.6k | 87.47 |
| 2022-09-30 | $370k | 5.1k | 72.05 |
More positions owned by Collaborative Wealth Managment
View all positions for Collaborative Wealth Managment