Energy Select Sector SPDR shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by HighMark Wealth Management 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 HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $76k | 869 | 87.82 |
| 2024-06-30 | $79k | 868 | 91.18 |
| 2024-03-31 | $103k | 1.1k | 94.42 |
| 2023-12-31 | $91k | 1.1k | 83.87 |
| 2023-09-30 | $96k | 1.1k | 90.42 |
| 2023-06-30 | $63k | 776 | 81.13 |
| 2023-03-31 | $64k | 775 | 82.80 |
| 2022-12-31 | $68k | 774 | 87.45 |
| 2022-09-30 | $56k | 773 | 72.45 |
| 2022-06-30 | $72k | 1.0k | 71.15 |
| 2022-03-31 | $77k | 1.0k | 76.46 |
| 2021-12-31 | $56k | 1.0k | 55.78 |
| 2021-09-30 | $52k | 999 | 52.05 |
| 2021-06-30 | $54k | 994 | 54.33 |
| 2021-03-31 | $49k | 990 | 49.49 |
| 2020-12-31 | $26k | 686 | 37.90 |
| 2020-09-30 | $21k | 685 | 30.66 |
| 2020-06-30 | $26k | 683 | 38.07 |
| 2020-03-31 | $2.4k | 82 | 29.21 |
| 2019-12-31 | $4.0k | 78 | 51.28 |
More positions owned by HighMark Wealth Management
View all positions for HighMark Wealth Management