Energy Select Sector SPDR shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Hillcrest Wealth Advisors - NY 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 Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 16k | 85.66 |
| 2022-06-30 | $286k | 4.0k | 71.50 |
| 2021-09-30 | $456k | 8.8k | 52.11 |
| 2021-06-30 | $595k | 11k | 53.85 |
| 2021-03-31 | $1.1M | 23k | 49.05 |
| 2020-12-31 | $1.9M | 49k | 37.90 |
| 2020-09-30 | $2.6M | 86k | 29.95 |
| 2020-06-30 | $2.5M | 65k | 37.85 |
| 2020-03-31 | $2.2M | 77k | 29.06 |
| 2019-12-31 | $444k | 7.4k | 60.00 |
| 2019-09-30 | $814k | 14k | 59.20 |
| 2019-06-30 | $599k | 9.4k | 63.72 |
| 2019-03-31 | $569k | 8.6k | 66.16 |
| 2018-12-31 | $1.4M | 24k | 57.37 |
More positions owned by Hillcrest Wealth Advisors - NY
View all positions for Hillcrest Wealth Advisors - NY