Energy Select Sector SPDR shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 331 | 89.34 |
| 2025-06-30 | $37k | 441 | 84.81 |
| 2025-03-31 | $41k | 441 | 93.45 |
| 2024-12-31 | $45k | 521 | 85.66 |
| 2024-09-30 | $27k | 309 | 87.80 |
| 2024-06-30 | $41k | 447 | 91.15 |
| 2024-03-31 | $42k | 447 | 94.41 |
| 2023-12-31 | $46k | 547 | 83.84 |
| 2023-09-30 | $13k | 147 | 90.39 |
| 2023-06-30 | $12k | 147 | 81.17 |
| 2023-03-31 | $5.1k | 61 | 82.82 |
| 2022-12-31 | $6.8k | 78 | 87.47 |
| 2022-09-30 | $999 | 9 | 111.11 |
| 2022-06-30 | $999 | 9 | 111.11 |
| 2022-03-31 | $999 | 9 | 111.11 |
| 2021-12-31 | $0 | 9 | 0.00 |
| 2021-09-30 | $999 | 9 | 111.11 |
| 2021-06-30 | $999 | 9 | 111.11 |
| 2021-03-31 | $999 | 9 | 111.11 |
| 2020-12-31 | $999 | 9 | 111.11 |
| 2020-09-30 | $999 | 9 | 111.11 |
| 2020-06-30 | $999 | 9 | 111.11 |
| 2020-03-31 | $0 | 0 | 0.00 |
| 2019-12-31 | $4.0k | 60 | 66.67 |