Energy Select Sector SPDR shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $242k | 2.8k | 87.78 |
| 2024-06-30 | $251k | 2.7k | 91.16 |
| 2024-03-31 | $261k | 2.8k | 94.41 |
| 2023-12-31 | $232k | 2.8k | 83.83 |
| 2023-09-30 | $222k | 2.5k | 90.38 |
| 2023-03-31 | $238k | 2.9k | 82.84 |
| 2022-12-31 | $252k | 2.9k | 87.47 |
| 2022-09-30 | $211k | 2.9k | 72.14 |
| 2022-06-30 | $209k | 2.9k | 71.45 |
| 2022-03-31 | $224k | 2.9k | 76.58 |
| 2019-09-30 | $221k | 3.7k | 59.33 |
| 2019-06-30 | $237k | 3.7k | 63.62 |
| 2019-03-31 | $246k | 3.7k | 66.04 |
| 2018-12-31 | $231k | 4.0k | 57.39 |
| 2018-09-30 | $388k | 5.1k | 75.71 |
| 2018-06-30 | $389k | 5.1k | 75.90 |
| 2018-03-31 | $345k | 5.1k | 67.32 |
| 2017-12-31 | $370k | 5.1k | 72.20 |
| 2017-09-30 | $351k | 5.1k | 68.49 |
| 2017-06-30 | $333k | 5.1k | 64.98 |
| 2017-03-31 | $358k | 5.1k | 69.85 |
| 2016-12-31 | $427k | 5.7k | 75.24 |
More positions owned by Concentric Wealth Management
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