Energy Select Sector SPDR shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $837k | 9.5k | 87.80 |
| 2024-06-30 | $780k | 8.6k | 91.15 |
| 2024-03-31 | $836k | 8.9k | 94.41 |
| 2023-12-31 | $535k | 6.4k | 83.85 |
| 2023-09-30 | $610k | 6.7k | 90.39 |
| 2023-06-30 | $680k | 8.4k | 81.17 |
| 2023-03-31 | $2.2M | 17k | 129.86 |
| 2022-12-31 | $1.7M | 20k | 87.48 |
| 2022-09-30 | $433k | 6.0k | 71.97 |
| 2022-06-30 | $589k | 8.2k | 71.49 |
| 2022-03-31 | $625k | 8.2k | 76.42 |
| 2021-12-31 | $279k | 5.0k | 55.40 |
| 2021-09-30 | $250k | 4.8k | 52.13 |
| 2021-06-30 | $251k | 4.7k | 53.89 |
| 2021-03-31 | $263k | 5.4k | 49.03 |
| 2019-09-30 | $219k | 3.7k | 59.08 |
| 2019-06-30 | $214k | 3.4k | 63.71 |
| 2019-03-31 | $232k | 3.5k | 66.06 |
| 2018-12-31 | $256k | 4.5k | 57.30 |
| 2018-09-30 | $337k | 4.5k | 75.73 |
| 2018-06-30 | $355k | 4.7k | 76.02 |
| 2018-03-31 | $284k | 4.2k | 67.51 |
| 2017-12-31 | $311k | 4.3k | 72.31 |
| 2017-06-30 | $304k | 4.7k | 64.97 |
| 2017-03-31 | $330k | 4.7k | 69.93 |
| 2016-12-31 | $646k | 8.6k | 75.28 |
| 2016-09-30 | $669k | 9.5k | 70.64 |
| 2016-06-30 | $652k | 9.5k | 68.28 |
| 2016-03-31 | $565k | 9.1k | 61.87 |
| 2015-12-31 | $315k | 5.2k | 60.36 |