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Energy Select Sector SPDR shares owned by CWM

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by CWM from 13F filings

Historical chart of CWM investment in Energy Select Sector SPDR

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All positions including Energy Select Sector SPDR held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $47M 520k 89.34
2025-06-30 $33M 390k 84.81
2025-03-31 $37M 400k 93.45
2024-12-31 $31M 367k 85.66
2024-09-30 $27M 305k 87.80
2024-06-30 $25M 276k 91.15
2024-03-31 $8.5M 90k 94.42
2023-12-31 $18M 209k 83.84
2023-09-30 $20M 217k 90.39
2023-06-30 $14M 171k 81.17
2023-03-31 $13M 151k 82.83
2022-12-31 $7.5M 86k 87.47
2022-09-30 $3.0M 42k 72.03
2022-06-30 $2.8M 40k 71.50
2022-03-31 $3.0M 39k 76.45
2021-12-31 $2.2M 40k 55.49
2021-06-30 $2.2M 41k 53.88
2021-03-31 $2.2M 41k 53.88
2020-12-31 $2.2M 41k 53.88
2020-09-30 $2.2M 41k 53.88
2020-06-30 $2.2M 41k 53.88
2020-03-31 $1.3M 43k 29.06
2019-12-31 $2.2M 41k 53.88
2019-09-30 $2.2M 41k 53.88
2019-06-30 $1.7M 26k 63.71
2019-03-31 $2.2M 41k 53.88
2018-12-31 $3.8M 66k 57.35
2018-09-30 $1.5M 19k 75.75
2018-06-30 $1.8M 24k 75.93
2018-03-31 $1.1M 17k 67.39
2017-12-31 $845k 12k 72.22
2017-09-30 $544k 7.9k 68.46
2017-06-30 $988k 15k 64.91
2017-03-31 $868k 12k 69.87
2016-12-31 $1.6M 21k 75.30
2016-09-30 $350k 5.0k 70.56
2016-06-30 $862k 13k 68.27
2016-03-31 $259k 4.2k 61.80
2015-12-31 $837k 14k 60.34
2015-09-30 $326k 5.3k 61.24
2014-09-30 $598k 6.6k 90.65
2014-06-30 $556k 5.6k 100.04
2014-03-31 $20M 223k 89.06
2013-12-31 $16M 183k 88.51