Energy Select Sector SPDR shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $517k | 5.8k | 89.34 |
| 2025-06-30 | $519k | 6.1k | 84.81 |
| 2025-03-31 | $596k | 6.4k | 93.45 |
| 2024-12-31 | $571k | 6.7k | 85.66 |
| 2024-09-30 | $511k | 5.8k | 87.80 |
| 2024-06-30 | $391k | 4.3k | 91.16 |
| 2024-03-31 | $392k | 4.1k | 94.41 |
| 2023-12-31 | $361k | 4.3k | 83.83 |
| 2023-09-30 | $368k | 4.1k | 90.39 |
| 2023-06-30 | $368k | 4.5k | 81.17 |
| 2023-03-31 | $337k | 4.1k | 82.83 |
| 2022-12-31 | $414k | 4.7k | 87.47 |