Energy Select Sector SPDR shares owned by IFP Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP 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 IFP 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 IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 27k | 89.35 |
| 2025-06-30 | $2.4M | 28k | 84.82 |
| 2025-03-31 | $6.6M | 70k | 93.45 |
| 2024-12-31 | $6.5M | 76k | 85.66 |
| 2024-09-30 | $6.4M | 73k | 87.80 |
| 2024-06-30 | $6.6M | 73k | 91.15 |
| 2024-03-31 | $6.2M | 66k | 94.40 |
| 2023-12-31 | $7.1M | 85k | 83.84 |
| 2023-09-30 | $10M | 114k | 90.39 |
| 2023-06-30 | $11M | 132k | 82.51 |
| 2023-03-31 | $12M | 150k | 82.51 |
| 2022-12-31 | $25M | 300k | 82.97 |
| 2022-09-30 | $24M | 289k | 83.05 |
| 2022-06-30 | $22M | 268k | 82.62 |
| 2022-03-31 | $15M | 185k | 82.50 |
| 2021-12-31 | $12M | 212k | 55.54 |
| 2021-09-30 | $8.4M | 160k | 52.14 |
| 2021-06-30 | $4.0M | 75k | 53.81 |
| 2021-03-31 | $3.5M | 72k | 49.05 |
| 2020-12-31 | $1.7M | 44k | 37.99 |
| 2020-09-30 | $951k | 32k | 30.08 |
| 2020-06-30 | $1.3M | 36k | 37.21 |
| 2020-03-31 | $651k | 21k | 30.36 |
| 2019-12-31 | $2.0M | 32k | 61.45 |
| 2019-09-30 | $422k | 7.2k | 59.00 |
| 2019-03-31 | $623k | 9.4k | 66.35 |
| 2018-12-31 | $1.4M | 25k | 57.06 |
| 2018-09-30 | $2.8M | 36k | 75.75 |
| 2018-06-30 | $3.9M | 51k | 75.94 |
| 2018-03-31 | $3.5M | 49k | 72.26 |
| 2017-12-31 | $3.5M | 49k | 72.26 |
| 2017-09-30 | $9.5M | 139k | 68.48 |
| 2017-06-30 | $9.5M | 147k | 64.92 |
| 2017-03-31 | $9.5M | 136k | 69.90 |
| 2016-12-31 | $9.6M | 127k | 75.32 |
| 2016-09-30 | $5.7M | 80k | 70.61 |
| 2016-06-30 | $4.7M | 69k | 68.24 |
| 2016-03-31 | $3.1M | 51k | 61.88 |
| 2015-12-31 | $2.2M | 36k | 60.32 |