Energy Select Sector SPDR shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $36k | 405 | 87.72 |
| 2024-06-30 | $37k | 401 | 91.18 |
| 2024-03-31 | $38k | 399 | 94.30 |
| 2023-12-31 | $75k | 866 | 86.80 |
| 2023-09-30 | $101k | 1.1k | 90.47 |
| 2023-06-30 | $90k | 1.1k | 81.18 |
| 2023-03-31 | $94k | 1.1k | 82.86 |
| 2022-12-31 | $97k | 1.1k | 87.50 |
| 2022-09-30 | $58k | 809 | 71.69 |
| 2022-06-30 | $74k | 1.0k | 71.57 |
| 2022-03-31 | $79k | 1.0k | 76.55 |
| 2021-12-31 | $44k | 799 | 55.07 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
View all positions for Guardian Wealth Advisors, Llc / Nc