Energy Select Sector SPDR shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 65k | 87.80 |
| 2024-06-30 | $5.8M | 63k | 91.15 |
| 2024-03-31 | $7.1M | 76k | 94.41 |
| 2023-12-31 | $6.0M | 72k | 83.84 |
| 2023-09-30 | $6.2M | 68k | 90.39 |
| 2023-06-30 | $5.6M | 69k | 81.17 |
| 2023-03-31 | $5.8M | 70k | 82.83 |
| 2022-12-31 | $5.8M | 67k | 87.47 |
| 2022-09-30 | $5.0M | 70k | 72.01 |
| 2022-06-30 | $5.9M | 82k | 71.51 |
| 2022-03-31 | $6.1M | 80k | 76.44 |
| 2021-12-31 | $4.0M | 73k | 55.50 |
| 2021-09-30 | $3.7M | 70k | 52.09 |
| 2021-06-30 | $4.4M | 82k | 53.86 |
| 2021-03-31 | $3.7M | 76k | 49.06 |
| 2020-12-31 | $460k | 12k | 37.89 |
| 2019-12-31 | $336k | 5.6k | 60.00 |
| 2019-09-30 | $378k | 6.4k | 59.18 |
| 2019-06-30 | $645k | 10k | 63.75 |
| 2019-03-31 | $1.1M | 16k | 66.10 |
| 2018-12-31 | $1.0M | 18k | 57.34 |
| 2018-09-30 | $2.9M | 38k | 75.73 |
| 2018-06-30 | $2.9M | 38k | 75.95 |
| 2018-03-31 | $1.6M | 23k | 67.40 |
| 2017-12-31 | $484k | 6.7k | 72.24 |
| 2015-12-31 | $269k | 4.5k | 60.29 |
| 2015-09-30 | $224k | 3.7k | 61.34 |
| 2015-06-30 | $359k | 4.8k | 75.15 |
| 2015-03-31 | $581k | 7.5k | 77.60 |
| 2014-12-31 | $750k | 9.5k | 79.20 |
| 2014-09-30 | $289k | 3.2k | 90.74 |
| 2014-06-30 | $211k | 2.1k | 100.24 |
| 2013-12-31 | $214k | 2.4k | 88.50 |
| 2013-09-30 | $215k | 2.6k | 82.76 |
| 2013-06-30 | $231k | 2.9k | 78.36 |
| 2013-03-31 | $311k | 3.9k | 79.34 |
| 2012-12-31 | $361k | 5.1k | 71.40 |
| 2012-09-30 | $371k | 5.1k | 73.39 |
| 2012-06-30 | $331k | 5.0k | 66.31 |
| 2012-03-31 | $526k | 7.3k | 71.74 |
| 2011-12-31 | $510k | 7.4k | 69.18 |
| 2011-09-30 | $517k | 8.8k | 58.54 |
| 2011-06-30 | $732k | 9.7k | 75.37 |
| 2011-03-31 | $1.1M | 14k | 79.76 |
| 2010-12-31 | $978k | 14k | 68.22 |
| 2010-09-30 | $876k | 16k | 56.06 |
| 2010-06-30 | $797k | 16k | 49.67 |
| 2010-03-31 | $947k | 17k | 57.55 |
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