Energy Select Sector SPDR shares owned by GeoWealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.5M | 30k | 85.66 |
| 2024-09-30 | $2.1M | 24k | 87.80 |
| 2024-06-30 | $2.1M | 23k | 91.15 |
| 2024-03-31 | $1.5M | 16k | 94.41 |
| 2023-09-30 | $9.4M | 104k | 90.39 |
| 2023-06-30 | $1.8M | 22k | 81.16 |
| 2023-03-31 | $1.4M | 17k | 82.86 |
| 2022-12-31 | $1.5M | 18k | 87.43 |
| 2022-09-30 | $3.7M | 52k | 72.01 |
| 2022-06-30 | $2.1M | 29k | 71.48 |
| 2022-03-31 | $2.7M | 35k | 76.45 |
| 2021-12-31 | $1.4M | 25k | 55.52 |
| 2021-09-30 | $1.4M | 27k | 52.09 |
| 2021-06-30 | $2.3M | 42k | 53.83 |
| 2021-03-31 | $2.3M | 46k | 49.07 |
| 2020-12-31 | $1.2M | 33k | 37.81 |
| 2020-09-30 | $406k | 14k | 29.70 |
| 2020-06-30 | $422k | 11k | 37.87 |