Energy Select Sector SPDR shares owned by Family Firm
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 20k | 94.41 |
| 2023-12-31 | $1.7M | 21k | 83.84 |
| 2023-09-30 | $1.8M | 20k | 90.39 |
| 2023-06-30 | $1.6M | 20k | 81.17 |
| 2023-03-31 | $1.6M | 20k | 82.83 |
| 2022-12-31 | $1.6M | 19k | 87.47 |
| 2022-09-30 | $1.5M | 27k | 55.51 |
| 2022-06-30 | $1.5M | 27k | 55.51 |
| 2022-03-31 | $1.5M | 27k | 55.51 |
| 2021-12-31 | $1.5M | 27k | 55.51 |
| 2021-09-30 | $1.5M | 26k | 58.47 |
| 2021-06-30 | $1.3M | 24k | 53.86 |
| 2021-03-31 | $1.2M | 25k | 49.06 |
| 2020-12-31 | $914k | 21k | 42.75 |
| 2020-09-30 | $472k | 16k | 29.92 |
| 2020-06-30 | $520k | 14k | 37.88 |
| 2019-12-31 | $283k | 4.7k | 60.06 |
| 2019-09-30 | $325k | 5.5k | 59.26 |
| 2019-06-30 | $359k | 5.6k | 63.65 |
| 2019-03-31 | $370k | 5.6k | 66.12 |
| 2018-12-31 | $312k | 5.4k | 57.31 |
| 2018-09-30 | $497k | 6.6k | 75.76 |
| 2018-06-30 | $515k | 6.8k | 75.97 |
| 2018-03-31 | $357k | 5.3k | 67.35 |
| 2017-12-31 | $360k | 5.0k | 72.32 |
| 2017-09-30 | $332k | 4.9k | 68.43 |
| 2015-06-30 | $239k | 3.2k | 75.06 |
| 2015-03-31 | $255k | 3.3k | 77.67 |
| 2014-12-31 | $260k | 3.3k | 79.22 |