Energy Select Sector SPDR shares owned by Executive Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Executive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $856k | 9.7k | 87.80 |
| 2024-06-30 | $905k | 9.9k | 91.15 |
| 2024-03-31 | $789k | 8.3k | 95.11 |
| 2023-12-31 | $1.0M | 12k | 83.85 |
| 2023-09-30 | $1.1M | 12k | 90.39 |
| 2023-06-30 | $1.0M | 12k | 81.17 |
| 2023-03-31 | $1.1M | 13k | 82.83 |
| 2022-12-31 | $1.2M | 14k | 87.48 |
| 2022-09-30 | $998k | 998 | 1000.00 |
| 2022-06-30 | $1.0M | 14k | 71.50 |
| 2022-03-31 | $503k | 6.6k | 76.35 |
| 2021-12-31 | $425k | 7.7k | 55.48 |
| 2021-09-30 | $231k | 4.4k | 52.03 |
| 2021-06-30 | $244k | 4.5k | 53.80 |
| 2019-09-30 | $76k | 1.3k | 58.51 |
| 2019-06-30 | $112k | 1.8k | 63.85 |
| 2019-03-31 | $103k | 1.6k | 66.28 |
| 2018-12-31 | $97k | 1.7k | 57.06 |
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