Energy Select Sector SPDR shares owned by Fermata Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $881k | 10k | 87.80 |
| 2024-06-30 | $950k | 10k | 91.15 |
| 2024-03-31 | $1.1M | 11k | 94.41 |
| 2023-12-31 | $952k | 11k | 83.84 |
| 2023-09-30 | $1.1M | 12k | 90.40 |
| 2023-06-30 | $619k | 7.6k | 81.16 |
| 2023-03-31 | $406k | 4.9k | 82.83 |
| 2022-12-31 | $1.9M | 22k | 87.47 |
| 2022-09-30 | $791k | 11k | 72.01 |
| 2022-06-30 | $866k | 12k | 71.56 |
| 2022-03-31 | $971k | 13k | 76.42 |
| 2021-12-31 | $901k | 16k | 55.48 |
| 2021-09-30 | $2.1M | 40k | 52.10 |
| 2021-06-30 | $2.3M | 43k | 53.89 |
| 2021-03-31 | $2.1M | 43k | 48.82 |