Energy Select Sector SPDR shares owned by Finivi
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Finivi
from 13F filings
Historical chart of Finivi investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Finivi
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $466k | 5.2k | 89.35 |
| 2025-06-30 | $464k | 5.5k | 84.81 |
| 2025-03-31 | $539k | 5.8k | 93.45 |
| 2024-12-31 | $496k | 5.8k | 85.66 |
| 2024-09-30 | $523k | 6.0k | 87.80 |
| 2024-06-30 | $542k | 6.0k | 91.15 |
| 2024-03-31 | $552k | 5.8k | 94.40 |
| 2023-12-31 | $525k | 6.3k | 83.84 |
| 2021-12-31 | $1.5M | 27k | 55.50 |