Energy Select Sector SPDR shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $226k | 2.4k | 93.45 |
| 2024-12-31 | $207k | 2.4k | 85.65 |
| 2024-09-30 | $281k | 3.2k | 87.80 |
| 2024-03-31 | $273k | 2.9k | 94.40 |
| 2023-12-31 | $306k | 3.6k | 83.84 |
| 2023-09-30 | $328k | 3.6k | 90.39 |
| 2023-06-30 | $314k | 3.9k | 81.18 |
| 2023-03-31 | $243k | 2.9k | 82.83 |