Energy Select Sector SPDR shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $2.4M | 35k | 67.41 |
| 2017-09-30 | $2.9M | 42k | 68.48 |
| 2017-06-30 | $2.0k | 45 | 44.44 |
| 2016-06-30 | $2.5M | 36k | 68.23 |
| 2015-12-31 | $1.1M | 18k | 60.29 |