Energy Select Sector SPDR shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Ibex Wealth Advisors 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 Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 24k | 89.34 |
| 2025-06-30 | $2.5M | 29k | 84.81 |
| 2025-03-31 | $2.1M | 22k | 93.45 |
| 2024-12-31 | $1.9M | 22k | 85.66 |
| 2022-12-31 | $3.6M | 41k | 87.47 |
| 2022-09-30 | $3.0M | 41k | 72.02 |
| 2022-06-30 | $3.0M | 42k | 71.50 |
| 2022-03-31 | $1.9M | 25k | 76.44 |
| 2021-12-31 | $1.4M | 25k | 55.50 |
| 2021-09-30 | $1.3M | 25k | 52.09 |
| 2021-06-30 | $1.3M | 25k | 53.89 |
| 2021-03-31 | $1.0M | 21k | 49.07 |
| 2019-06-30 | $11k | 178 | 61.80 |