Energy Select Sector SPDR shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Energy Select Sector SPDR by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $69M | 732k | 94.41 |
| 2023-12-31 | $92M | 1.1M | 83.84 |
| 2023-09-30 | $100M | 1.1M | 90.39 |
| 2023-06-30 | $90M | 1.1M | 81.17 |
| 2023-03-31 | $92M | 1.1M | 82.83 |
| 2022-12-31 | $96M | 1.1M | 87.47 |
| 2022-09-30 | $81M | 1.1M | 72.02 |
| 2022-06-30 | $78M | 1.1M | 71.51 |
| 2022-03-31 | $92M | 1.2M | 76.44 |
| 2021-12-31 | $80M | 1.4M | 55.50 |
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