Energy Select Sector SPDR shares owned by FOCUS Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by FOCUS Wealth Advisors
from 13F filings
Historical chart of FOCUS Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by FOCUS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 45k | 87.80 |
| 2024-06-30 | $4.1M | 45k | 91.15 |
| 2024-03-31 | $4.0M | 43k | 94.41 |
| 2023-12-31 | $3.0M | 36k | 83.84 |
| 2023-09-30 | $2.9M | 33k | 90.39 |
| 2023-06-30 | $2.6M | 33k | 81.17 |
| 2023-03-31 | $2.9M | 35k | 82.83 |
| 2022-12-31 | $3.1M | 36k | 87.47 |
| 2022-09-30 | $2.6M | 36k | 72.01 |
| 2022-06-30 | $2.5M | 36k | 71.51 |