Energy Select Sector SPDR shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $246k | 2.8k | 87.86 |
| 2024-06-30 | $283k | 3.1k | 91.29 |
| 2024-03-31 | $293k | 3.1k | 94.52 |
| 2023-12-31 | $255k | 3.0k | 83.74 |
| 2023-09-30 | $275k | 3.0k | 90.31 |
| 2023-06-30 | $247k | 3.0k | 81.12 |
| 2023-03-31 | $252k | 3.0k | 82.76 |
| 2022-12-31 | $271k | 3.1k | 87.36 |
| 2016-12-31 | $203k | 2.7k | 75.19 |
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