Energy Select Sector SPDR shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6M | 53k | 87.80 |
| 2024-06-30 | $5.0M | 55k | 91.16 |
| 2024-03-31 | $5.2M | 56k | 94.42 |
| 2023-12-31 | $4.9M | 58k | 83.84 |
| 2023-09-30 | $7.5M | 83k | 90.39 |
| 2023-06-30 | $7.0M | 86k | 81.17 |
| 2023-03-31 | $8.5M | 103k | 82.83 |
| 2022-12-31 | $10M | 119k | 87.47 |
| 2022-09-30 | $17M | 237k | 72.02 |
| 2022-06-30 | $14M | 201k | 71.51 |
| 2022-03-31 | $14M | 185k | 74.66 |
| 2021-12-31 | $1.2M | 22k | 53.59 |
| 2021-09-30 | $1.2M | 22k | 52.09 |
| 2021-06-30 | $1.2M | 23k | 52.21 |
| 2021-03-31 | $895k | 18k | 49.11 |
| 2020-12-31 | $316k | 8.3k | 37.90 |
| 2020-09-30 | $255k | 8.5k | 29.89 |
| 2020-06-30 | $357k | 9.4k | 37.79 |
| 2019-12-31 | $812k | 14k | 60.10 |
| 2019-09-30 | $991k | 17k | 59.35 |
| 2019-06-30 | $1.1M | 18k | 63.69 |
| 2019-03-31 | $529k | 8.0k | 66.14 |
| 2018-12-31 | $418k | 7.3k | 57.36 |
More positions owned by Great Valley Advisor Group
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