Energy Select Sector SPDR shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Connecticut Wealth Management 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 Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $244k | 2.8k | 87.80 |
| 2024-06-30 | $243k | 2.7k | 91.15 |
| 2024-03-31 | $267k | 2.8k | 94.41 |
| 2023-12-31 | $237k | 2.8k | 83.84 |
| 2023-09-30 | $289k | 3.2k | 90.39 |
| 2023-06-30 | $234k | 2.9k | 81.17 |
| 2023-03-31 | $231k | 2.8k | 82.83 |
| 2020-03-31 | $343k | 12k | 29.05 |
| 2019-12-31 | $799k | 13k | 60.01 |
| 2019-09-30 | $1.6M | 26k | 59.19 |
| 2019-06-30 | $2.6M | 41k | 63.71 |
More positions owned by Connecticut Wealth Management
View all positions for Connecticut Wealth Management