Energy Select Sector SPDR shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 21k | 87.80 |
| 2024-06-30 | $1.2M | 13k | 93.21 |
| 2024-03-31 | $1.1M | 12k | 93.52 |
| 2023-12-31 | $739k | 8.8k | 83.84 |
| 2023-09-30 | $6.3M | 70k | 90.39 |
| 2023-06-30 | $5.5M | 68k | 81.17 |
| 2023-03-31 | $6.0M | 73k | 82.83 |
| 2022-12-31 | $1.3M | 15k | 87.46 |
| 2022-09-30 | $23k | 293 | 76.92 |
| 2022-06-30 | $17k | 241 | 70.54 |
| 2022-03-31 | $18k | 241 | 74.69 |
| 2021-12-31 | $13k | 241 | 53.94 |
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