Energy Select Sector SPDR shares owned by Financial Advisory Service
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.0M | 12k | 83.84 |
| 2023-09-30 | $1.1M | 12k | 90.39 |
| 2023-06-30 | $1.0M | 13k | 81.17 |
| 2023-03-31 | $1.5M | 18k | 82.83 |
| 2022-12-31 | $940k | 11k | 87.47 |
| 2022-09-30 | $734k | 10k | 72.03 |
| 2022-06-30 | $664k | 9.3k | 71.51 |
| 2022-03-31 | $1.4M | 18k | 76.43 |
| 2021-12-31 | $974k | 18k | 55.48 |
| 2021-09-30 | $1.1M | 22k | 52.07 |
| 2021-06-30 | $1.2M | 22k | 53.87 |
| 2021-03-31 | $712k | 15k | 49.07 |
| 2020-12-31 | $327k | 8.6k | 37.84 |
| 2020-09-30 | $209k | 7.0k | 29.92 |
| 2020-06-30 | $260k | 6.9k | 37.81 |
| 2020-03-31 | $55k | 1.9k | 29.24 |
| 2019-12-31 | $509k | 8.5k | 60.03 |
| 2019-09-30 | $403k | 6.8k | 59.20 |
| 2019-06-30 | $430k | 6.8k | 63.66 |
| 2019-03-31 | $443k | 6.7k | 66.08 |
| 2018-12-31 | $382k | 6.7k | 57.35 |
| 2018-09-30 | $577k | 7.6k | 75.68 |
| 2018-06-30 | $590k | 7.8k | 75.90 |
| 2018-03-31 | $453k | 6.7k | 67.34 |
| 2017-12-31 | $483k | 6.7k | 72.22 |
| 2017-09-30 | $456k | 6.7k | 68.55 |
| 2017-06-30 | $427k | 6.6k | 64.87 |
| 2017-03-31 | $457k | 6.5k | 69.83 |
| 2016-12-31 | $911k | 12k | 75.33 |
| 2016-09-30 | $850k | 12k | 70.62 |
| 2016-06-30 | $817k | 12k | 68.25 |
| 2016-03-31 | $738k | 12k | 61.90 |
| 2015-12-31 | $751k | 12k | 60.36 |
More positions owned by Financial Advisory Service
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