Energy Select Sector SPDR shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 24k | 94.41 |
| 2023-09-30 | $2.2M | 25k | 90.39 |
| 2023-06-30 | $2.1M | 25k | 81.17 |
| 2023-03-31 | $2.1M | 25k | 82.83 |
| 2022-12-31 | $1.9M | 27k | 72.02 |
| 2022-09-30 | $1.9M | 27k | 72.01 |
| 2022-06-30 | $1.9M | 27k | 71.49 |
| 2022-03-31 | $2.1M | 28k | 76.37 |
| 2021-12-31 | $1.5M | 27k | 54.83 |