Energy Select Sector SPDR shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Core Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $7.7k | 85 | 90.40 |
2023-06-30 | $6.9k | 85 | 81.18 |
2021-12-31 | $5.0k | 95 | 52.63 |
2021-09-30 | $5.0k | 95 | 52.63 |
2021-06-30 | $5.0k | 95 | 52.63 |
2021-03-31 | $5.0k | 95 | 52.63 |
2020-12-31 | $4.0k | 95 | 42.11 |
2020-09-30 | $2.0k | 55 | 36.36 |
2020-06-30 | $2.0k | 55 | 36.36 |
2020-03-31 | $2.0k | 55 | 36.36 |
2019-12-31 | $3.0k | 55 | 54.55 |