Energy Select Sector SPDR shares owned by Edge Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Edge Wealth Management
from 13F filings
Historical chart of Edge Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 14k | 85.66 |
| 2024-09-30 | $609k | 6.9k | 87.80 |
| 2024-06-30 | $646k | 7.1k | 91.15 |
| 2024-03-31 | $689k | 7.3k | 94.41 |
| 2023-12-31 | $925k | 11k | 83.84 |
| 2023-09-30 | $995k | 11k | 90.39 |
| 2023-06-30 | $920k | 11k | 81.17 |
| 2023-03-31 | $903k | 11k | 82.81 |
| 2022-12-31 | $932k | 11k | 87.08 |
| 2022-09-30 | $774k | 11k | 72.38 |
| 2022-06-30 | $707k | 9.9k | 71.56 |
| 2022-03-31 | $698k | 9.1k | 76.47 |
| 2021-12-31 | $686k | 12k | 55.49 |
| 2021-09-30 | $644k | 12k | 52.09 |
| 2021-06-30 | $666k | 12k | 53.87 |
| 2021-03-31 | $598k | 12k | 49.07 |
| 2020-12-31 | $463k | 12k | 37.99 |
| 2020-06-30 | $13k | 332 | 39.16 |
| 2020-03-31 | $20k | 697 | 28.69 |
| 2019-12-31 | $151k | 2.5k | 59.80 |
| 2019-09-30 | $140k | 2.4k | 58.95 |
| 2019-06-30 | $151k | 2.4k | 63.58 |
| 2019-03-31 | $157k | 2.4k | 66.11 |
| 2018-12-31 | $284k | 5.0k | 57.37 |
| 2018-09-30 | $498k | 6.6k | 75.80 |
| 2018-06-30 | $499k | 6.6k | 75.95 |
| 2018-03-31 | $358k | 5.3k | 67.36 |
| 2017-12-31 | $384k | 5.3k | 72.25 |
| 2017-09-30 | $415k | 6.1k | 68.31 |
| 2017-06-30 | $1.2M | 18k | 65.01 |
| 2017-03-31 | $1.3M | 19k | 69.99 |
| 2016-12-31 | $1.0M | 14k | 75.29 |
| 2016-09-30 | $1.1M | 15k | 70.59 |
| 2016-06-30 | $879k | 13k | 68.12 |
| 2016-03-31 | $784k | 13k | 61.89 |
| 2015-12-31 | $849k | 14k | 60.49 |
| 2015-09-30 | $24k | 400 | 60.00 |
| 2015-06-30 | $30k | 400 | 75.00 |
| 2015-03-31 | $31k | 400 | 77.50 |
| 2014-12-31 | $40k | 500 | 80.00 |
| 2014-06-30 | $12k | 120 | 100.00 |
| 2014-03-31 | $21k | 240 | 87.50 |
| 2013-12-31 | $24k | 275 | 87.27 |
| 2013-09-30 | $23k | 275 | 83.64 |
| 2013-06-30 | $25k | 315 | 79.37 |