Energy Select Sector SPDR shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $131k | 1.6k | 83.82 |
| 2023-09-30 | $141k | 1.6k | 90.41 |
| 2023-06-30 | $131k | 1.6k | 81.19 |
| 2023-03-31 | $135k | 1.6k | 82.82 |
| 2022-12-31 | $5.0M | 58k | 87.47 |
| 2022-09-30 | $4.1M | 57k | 72.02 |
| 2022-06-30 | $4.0M | 56k | 71.51 |
| 2022-03-31 | $5.3M | 70k | 76.43 |
| 2021-12-31 | $7.2M | 130k | 55.50 |
| 2021-09-30 | $6.6M | 127k | 52.09 |
| 2021-06-30 | $6.4M | 120k | 53.87 |
| 2021-03-31 | $5.5M | 113k | 49.06 |
| 2020-12-31 | $4.0M | 105k | 37.90 |
| 2020-09-30 | $2.9M | 99k | 29.95 |
| 2020-06-30 | $3.4M | 90k | 37.85 |
| 2020-03-31 | $13k | 431 | 30.16 |
| 2019-12-31 | $25k | 415 | 60.24 |
| 2019-09-30 | $24k | 412 | 58.25 |
| 2019-06-30 | $26k | 409 | 63.57 |
| 2019-03-31 | $27k | 406 | 66.50 |
| 2018-12-31 | $23k | 404 | 56.93 |
| 2018-09-30 | $30k | 401 | 74.81 |
| 2018-06-30 | $30k | 399 | 75.19 |
| 2018-03-31 | $27k | 397 | 68.01 |
| 2017-12-31 | $43k | 595 | 72.27 |
| 2017-09-30 | $46k | 668 | 68.86 |
| 2017-06-30 | $43k | 664 | 64.76 |
| 2017-03-31 | $46k | 664 | 69.28 |
| 2016-12-31 | $50k | 663 | 75.41 |
| 2016-09-30 | $47k | 662 | 71.00 |
| 2016-06-30 | $52k | 762 | 68.24 |
| 2016-03-31 | $47k | 761 | 61.76 |
| 2015-12-31 | $36k | 599 | 60.10 |
| 2015-09-30 | $37k | 598 | 61.87 |
| 2015-06-30 | $47k | 628 | 74.84 |
| 2015-03-31 | $60k | 778 | 77.12 |
| 2014-12-31 | $77k | 967 | 79.63 |
| 2014-09-30 | $88k | 966 | 91.10 |
| 2014-06-30 | $98k | 976 | 100.41 |
| 2014-03-31 | $87k | 975 | 89.23 |
| 2013-12-31 | $86k | 974 | 88.30 |
| 2013-09-30 | $81k | 974 | 83.16 |