Energy Select Sector SPDR shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $534k | 6.1k | 87.80 |
| 2024-06-30 | $513k | 5.9k | 86.98 |
| 2024-03-31 | $542k | 5.8k | 93.52 |
| 2023-12-31 | $486k | 5.8k | 83.84 |
| 2023-09-30 | $524k | 5.8k | 90.39 |
| 2023-06-30 | $511k | 6.3k | 81.17 |
| 2023-03-31 | $522k | 6.3k | 82.83 |
| 2022-12-31 | $551k | 6.3k | 87.47 |
| 2022-03-31 | $201k | 2.6k | 76.57 |
More positions owned by FRG Family Wealth Advisors
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