Energy Select Sector SPDR shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Evolution Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 77k | 87.78 |
| 2024-06-30 | $6.8M | 75k | 91.15 |
| 2024-03-31 | $6.7M | 71k | 94.41 |
| 2023-12-31 | $5.8M | 70k | 83.84 |
| 2023-09-30 | $8.8M | 98k | 90.39 |
| 2023-06-30 | $7.8M | 96k | 81.17 |
| 2023-03-31 | $8.0M | 97k | 82.83 |
| 2022-12-31 | $8.4M | 96k | 87.47 |
| 2022-09-30 | $2.8M | 40k | 72.03 |
| 2022-06-30 | $3.8M | 53k | 71.52 |
| 2022-03-31 | $7.1M | 93k | 76.45 |
| 2021-12-31 | $2.6M | 47k | 55.51 |
| 2021-09-30 | $3.2M | 61k | 52.10 |
| 2021-06-30 | $4.5M | 84k | 53.87 |
| 2021-03-31 | $4.1M | 83k | 49.06 |
| 2020-12-31 | $2.7M | 71k | 37.91 |
| 2020-09-30 | $2.0M | 68k | 29.95 |
| 2020-06-30 | $3.2M | 85k | 37.85 |
| 2020-03-31 | $5.0M | 172k | 29.06 |
| 2019-12-31 | $6.0M | 100k | 60.04 |
| 2019-09-30 | $13k | 225 | 57.78 |
| 2019-06-30 | $9.2M | 145k | 63.71 |
| 2019-03-31 | $8.9M | 135k | 66.12 |
| 2018-12-31 | $5.6M | 97k | 57.35 |