Energy Select Sector SPDR shares owned by Iams Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $593k | 6.8k | 87.80 |
| 2024-06-30 | $616k | 6.8k | 91.15 |
| 2023-12-31 | $218k | 2.6k | 83.84 |
| 2023-09-30 | $203k | 2.2k | 90.39 |
| 2023-06-30 | $362k | 4.5k | 80.69 |
| 2023-03-31 | $335k | 4.1k | 82.35 |
| 2022-12-31 | $218k | 2.5k | 87.47 |