Energy Select Sector SPDR shares owned by Financial Partners Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Financial Partners Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Financial Partners Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $263k | 3.1k | 85.66 |
2024-09-30 | $276k | 3.1k | 87.80 |
2024-06-30 | $291k | 3.2k | 91.15 |
2024-03-31 | $327k | 3.5k | 94.41 |
2023-12-31 | $419k | 5.0k | 83.85 |
2023-09-30 | $432k | 5.2k | 82.51 |
2023-06-30 | $494k | 5.7k | 86.91 |
2023-03-31 | $367k | 4.4k | 82.82 |
2022-12-31 | $390k | 4.3k | 89.97 |
2022-09-30 | $214k | 3.0k | 72.05 |