Energy Select Sector SPDR shares owned by Dynamic Wealth Strategies
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Dynamic Wealth Strategies
from 13F filings
Historical chart of Dynamic Wealth Strategies investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Dynamic Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25k | 276 | 89.34 |
| 2025-06-30 | $24k | 278 | 84.81 |
| 2025-03-31 | $129k | 1.4k | 93.45 |
| 2024-12-31 | $222k | 2.6k | 85.66 |
| 2024-09-30 | $285k | 3.2k | 87.94 |
| 2024-06-30 | $324k | 3.6k | 91.11 |
| 2024-03-31 | $603k | 6.4k | 94.48 |