Energy Select Sector SPDR shares owned by IFG Advisory
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by IFG Advisory
from 13F filings
Historical chart of IFG Advisory investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 29k | 87.80 |
| 2024-06-30 | $2.9M | 31k | 91.15 |
| 2024-03-31 | $2.8M | 30k | 94.41 |
| 2023-12-31 | $4.5M | 54k | 83.84 |
| 2023-09-30 | $1.9M | 21k | 90.39 |
| 2023-06-30 | $1.7M | 21k | 81.17 |
| 2023-03-31 | $2.3M | 28k | 82.83 |
| 2022-12-31 | $2.4M | 27k | 87.44 |
| 2022-09-30 | $1.9M | 27k | 72.01 |
| 2022-06-30 | $1.7M | 24k | 71.50 |
| 2022-03-31 | $1.0M | 13k | 76.41 |
| 2021-12-31 | $541k | 9.8k | 55.46 |
| 2021-09-30 | $627k | 12k | 52.01 |
| 2021-06-30 | $618k | 12k | 53.84 |
| 2021-03-31 | $461k | 9.4k | 49.06 |
| 2020-12-31 | $329k | 8.7k | 37.83 |
| 2020-09-30 | $370k | 12k | 29.89 |
| 2020-06-30 | $527k | 14k | 37.81 |
| 2020-03-31 | $453k | 16k | 29.06 |
| 2019-12-31 | $756k | 13k | 59.97 |
| 2019-09-30 | $871k | 15k | 59.15 |
| 2019-06-30 | $956k | 15k | 63.65 |
| 2019-03-31 | $1.1M | 17k | 66.10 |
| 2018-12-31 | $1.1M | 18k | 57.34 |
| 2018-09-30 | $1.6M | 21k | 75.74 |
| 2018-06-30 | $1.8M | 23k | 75.92 |
| 2018-03-31 | $1.5M | 22k | 67.39 |
| 2017-12-31 | $1.5M | 21k | 72.21 |