Energy Select Sector SPDR shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33k | 365 | 89.34 |
| 2025-06-30 | $18k | 212 | 84.81 |
| 2025-03-31 | $43k | 458 | 93.45 |
| 2024-12-31 | $79k | 920 | 85.66 |
| 2024-09-30 | $79k | 895 | 87.80 |
| 2024-06-30 | $82k | 896 | 91.19 |
| 2024-03-31 | $266k | 2.8k | 94.42 |
| 2023-12-31 | $256k | 3.0k | 83.85 |
| 2023-09-30 | $344k | 3.8k | 90.40 |
| 2023-06-30 | $809k | 9.3k | 86.58 |
| 2023-03-31 | $774k | 9.3k | 82.83 |
| 2022-12-31 | $825k | 9.4k | 87.47 |
| 2022-09-30 | $679k | 9.4k | 71.97 |
| 2022-06-30 | $2.4M | 34k | 69.69 |
| 2022-03-31 | $2.6M | 35k | 76.45 |
| 2021-06-30 | $1.9M | 36k | 53.86 |
| 2021-03-31 | $1.7M | 34k | 49.06 |
| 2020-12-31 | $1.3M | 35k | 37.90 |