Energy Select Sector SPDR shares owned by Evoke Wealth
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 89.34 |
| 2025-06-30 | $990k | 12k | 84.81 |
| 2025-03-31 | $1.2M | 12k | 93.45 |
| 2024-12-31 | $9.5M | 111k | 85.66 |
| 2024-09-30 | $10M | 116k | 87.80 |
| 2024-03-31 | $19M | 203k | 94.41 |
| 2023-12-31 | $17M | 199k | 83.84 |
| 2023-09-30 | $1.1M | 12k | 90.39 |
| 2023-06-30 | $1.5M | 18k | 81.17 |
| 2023-03-31 | $1.6M | 19k | 82.83 |
| 2022-12-31 | $1.6M | 18k | 87.47 |
| 2022-09-30 | $1.3M | 18k | 72.02 |
| 2022-06-30 | $1.3M | 18k | 71.52 |
| 2022-03-31 | $32M | 420k | 76.44 |
| 2021-12-31 | $23M | 420k | 55.50 |
| 2021-09-30 | $551k | 11k | 52.09 |
| 2021-06-30 | $1.5M | 28k | 53.88 |
| 2021-03-31 | $1.1M | 22k | 49.08 |
| 2020-12-31 | $1.0M | 27k | 37.91 |
| 2020-09-30 | $509k | 17k | 29.93 |
| 2020-06-30 | $664k | 18k | 37.85 |
| 2020-03-31 | $196k | 6.8k | 29.06 |
| 2019-09-30 | $529k | 8.9k | 59.20 |