Energy Select Sector SPDR shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 12k | 87.80 |
| 2024-06-30 | $960k | 11k | 91.16 |
| 2024-03-31 | $1.0M | 11k | 94.42 |
| 2023-12-31 | $846k | 10k | 83.84 |
| 2023-09-30 | $565k | 6.2k | 90.39 |
| 2023-06-30 | $791k | 9.7k | 81.17 |
| 2023-03-31 | $1.6M | 19k | 82.83 |
| 2022-12-31 | $1.7M | 20k | 87.47 |
| 2022-09-30 | $1.4M | 20k | 72.02 |
| 2022-06-30 | $1.6M | 22k | 71.51 |
| 2022-03-31 | $9.9M | 130k | 76.44 |
| 2021-12-31 | $18M | 320k | 55.50 |
| 2021-09-30 | $23M | 440k | 52.09 |
| 2021-06-30 | $23M | 433k | 53.87 |
| 2021-03-31 | $5.1M | 104k | 49.06 |
| 2020-12-31 | $3.9M | 102k | 37.90 |
| 2020-09-30 | $3.0M | 102k | 29.95 |
| 2020-06-30 | $3.8M | 102k | 36.93 |
| 2020-03-31 | $3.0M | 104k | 29.06 |
| 2019-12-31 | $208k | 3.5k | 60.15 |
| 2019-06-30 | $245k | 3.8k | 63.79 |
| 2018-09-30 | $262k | 3.8k | 68.80 |
| 2018-06-30 | $297k | 3.9k | 76.02 |
| 2018-03-31 | $263k | 3.9k | 67.37 |
| 2017-12-31 | $347k | 4.8k | 72.23 |
| 2017-09-30 | $401k | 5.9k | 68.50 |
| 2017-06-30 | $372k | 5.7k | 64.93 |
| 2017-03-31 | $431k | 6.2k | 69.84 |