Energy Select Sector SPDR shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $216k | 4.8k | 44.71 |
| 2020-03-31 | $3.6k | 54 | 67.56 |
| 2019-09-30 | $6.0k | 108 | 55.56 |
| 2019-06-30 | $7.0k | 111 | 63.06 |
| 2019-03-31 | $7.0k | 111 | 63.06 |
| 2018-12-31 | $6.0k | 111 | 54.05 |
| 2018-09-30 | $4.1k | 54 | 75.94 |
| 2018-06-30 | $4.1k | 54 | 76.11 |
| 2018-03-31 | $3.6k | 54 | 67.56 |