Energy Select Sector SPDR shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 13k | 89.34 |
| 2025-06-30 | $1.1M | 13k | 84.81 |
| 2025-03-31 | $2.7M | 28k | 93.45 |
| 2024-12-31 | $6.9M | 80k | 85.66 |
| 2024-09-30 | $7.0M | 80k | 87.80 |
| 2024-06-30 | $7.4M | 81k | 91.15 |
| 2024-03-31 | $9.8M | 103k | 94.41 |
| 2023-12-31 | $12M | 141k | 83.84 |
| 2023-09-30 | $12M | 130k | 90.39 |
| 2023-06-30 | $10M | 124k | 81.17 |
| 2023-03-31 | $9.2M | 112k | 82.83 |
| 2022-12-31 | $9.8M | 112k | 87.47 |
| 2022-09-30 | $7.5M | 104k | 72.02 |
| 2022-06-30 | $7.6M | 106k | 71.51 |
| 2022-03-31 | $8.3M | 109k | 76.44 |
| 2021-12-31 | $6.8M | 122k | 55.50 |
| 2021-09-30 | $6.8M | 130k | 52.09 |
| 2021-06-30 | $6.4M | 119k | 53.87 |
| 2021-03-31 | $5.6M | 114k | 49.06 |
| 2020-12-31 | $4.6M | 121k | 37.90 |