Energy Select Sector SPDR shares owned by Disciplined Investments
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 20k | 85.66 |
| 2024-09-30 | $1.7M | 20k | 87.80 |
| 2024-06-30 | $500k | 5.5k | 91.15 |
| 2024-03-31 | $517k | 5.5k | 94.41 |
| 2023-12-31 | $459k | 5.5k | 83.84 |
| 2023-09-30 | $495k | 5.5k | 90.39 |
| 2023-06-30 | $442k | 5.4k | 81.17 |
| 2023-03-31 | $447k | 5.4k | 82.82 |
| 2022-12-31 | $6.1k | 70 | 87.06 |
| 2022-09-30 | $360k | 5.0k | 72.06 |
| 2022-06-30 | $353k | 4.9k | 71.49 |
| 2022-03-31 | $373k | 4.9k | 76.37 |
| 2021-12-31 | $334k | 6.0k | 55.52 |
| 2021-09-30 | $317k | 6.1k | 52.03 |
| 2021-06-30 | $334k | 6.2k | 53.81 |
| 2021-03-31 | $295k | 6.0k | 49.01 |
| 2020-12-31 | $46k | 1.2k | 37.52 |
| 2020-09-30 | $35k | 1.2k | 30.36 |
| 2020-06-30 | $49k | 1.3k | 37.87 |
| 2020-03-31 | $38k | 1.3k | 28.68 |
| 2019-12-31 | $82k | 1.4k | 60.34 |