Energy Select Sector SPDR shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $153k | 2.9k | 53.11 |
| 2025-12-31 | $54k | 1.2k | 44.71 |
| 2025-09-30 | $11k | 117 | 89.34 |
| 2025-06-30 | $12k | 144 | 84.81 |
| 2025-03-31 | $42k | 448 | 93.45 |
| 2024-12-31 | $40k | 466 | 85.66 |
| 2024-09-30 | $4.5k | 51 | 87.80 |
| 2024-06-30 | $5.1k | 56 | 91.14 |
| 2024-03-31 | $5.3k | 56 | 94.41 |
| 2023-12-31 | $6.4k | 76 | 83.84 |
| 2023-09-30 | $9.9k | 109 | 90.39 |
| 2023-06-30 | $11k | 137 | 81.17 |
| 2023-03-31 | $12k | 145 | 82.83 |
| 2022-12-31 | $45k | 517 | 87.47 |
| 2022-06-30 | $20k | 277 | 72.20 |
| 2022-03-31 | $21k | 277 | 75.81 |
| 2021-12-31 | $27k | 485 | 55.67 |
| 2021-09-30 | $5.0k | 92 | 54.35 |
| 2021-06-30 | $9.0k | 166 | 54.22 |
| 2021-03-31 | $15k | 303 | 49.51 |
| 2020-12-31 | $21k | 548 | 38.32 |