Energy Select Sector SPDR shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Fortress Wealth Group 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 Fortress Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $571k | 6.8k | 83.70 |
2023-09-30 | $606k | 6.8k | 88.53 |
2023-06-30 | $626k | 7.2k | 87.02 |
2023-03-31 | $486k | 5.9k | 82.83 |
2022-12-31 | $556k | 6.4k | 87.47 |
2022-09-30 | $493k | 6.9k | 71.96 |
2022-06-30 | $503k | 7.0k | 71.49 |
2022-03-31 | $3.4M | 45k | 76.44 |
2021-12-31 | $404k | 5.9k | 68.93 |
2021-09-30 | $302k | 5.8k | 52.16 |
2021-06-30 | $441k | 8.2k | 53.93 |