Energy Select Sector SPDR shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group 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 Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Energy Select Sector SPDR by Fortis Group Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $7.7M | 88k | 87.80 |
2024-06-30 | $2.1M | 23k | 91.15 |
2024-03-31 | $4.8M | 51k | 94.41 |
2023-12-31 | $778k | 9.4k | 82.82 |
2023-09-30 | $509k | 6.1k | 82.82 |
2023-03-31 | $208k | 2.4k | 85.11 |
2020-09-30 | $97k | 3.3k | 29.85 |