Energy Select Sector SPDR shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 3.1k | 89.34 |
| 2025-06-30 | $387k | 4.6k | 84.81 |
| 2025-03-31 | $314k | 3.4k | 93.44 |
| 2024-12-31 | $288k | 3.4k | 85.67 |
| 2024-09-30 | $295k | 3.4k | 87.80 |
| 2024-06-30 | $313k | 3.4k | 91.14 |
| 2024-03-31 | $302k | 3.2k | 94.40 |
| 2023-12-31 | $268k | 3.2k | 83.83 |
| 2023-09-30 | $289k | 3.2k | 90.38 |
| 2023-06-30 | $259k | 3.2k | 81.17 |
| 2023-03-31 | $272k | 3.3k | 82.82 |
| 2022-12-31 | $287k | 3.3k | 87.48 |
| 2022-09-30 | $236k | 3.3k | 72.06 |
| 2022-06-30 | $217k | 3.0k | 71.57 |