Energy Select Sector SPDR shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment 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 Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 30k | 87.80 |
| 2024-06-30 | $3.0M | 32k | 91.15 |
| 2024-03-31 | $1.5M | 16k | 94.41 |
| 2023-12-31 | $3.6M | 43k | 83.40 |
| 2023-09-30 | $9.0M | 100k | 90.39 |
| 2023-06-30 | $2.2M | 27k | 81.17 |
| 2023-03-31 | $7.9M | 96k | 82.83 |
| 2022-12-31 | $7.8M | 89k | 87.47 |
| 2022-09-30 | $7.2M | 100k | 72.02 |
| 2022-06-30 | $5.5M | 80k | 68.51 |
| 2022-03-31 | $3.1M | 39k | 79.85 |
| 2021-12-31 | $410k | 6.5k | 63.29 |
| 2021-09-30 | $319k | 5.8k | 55.07 |
More positions owned by Foundations Investment Advisors
View all positions for Foundations Investment Advisors