Energy Select Sector SPDR shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by First Foundation Advisors 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 First Foundation Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $380k | 4.2k | 91.16 |
2024-03-31 | $418k | 4.4k | 94.41 |
2023-12-31 | $362k | 4.3k | 83.85 |
2023-09-30 | $469k | 5.2k | 90.38 |
2023-06-30 | $213k | 2.6k | 81.17 |
2023-03-31 | $316k | 3.8k | 82.83 |
2022-12-31 | $407k | 4.7k | 87.47 |
2022-09-30 | $315k | 4.4k | 72.03 |
2022-06-30 | $539k | 7.5k | 71.48 |
2022-03-31 | $445k | 5.8k | 76.38 |