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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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All positions including Energy Select Sector SPDR held by Evoke Wealth consolidated in one spreadsheet with up to 7 years of data

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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
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